Network FP Thinktank is an Online Professional Journal by Network FP wherein we share the articles written by top-class financial advisors and industry thought leaders from across India and the world.
Why IFAs should read books? Suggested Books for IFAs
Brijesh Dalmia
Founder, Dalmia Advisory Services Pvt Ltd
May 22, 2017
Reading Time: 2 minutes Have you always wanted a ready list of books to get started on to help you grow your business? Reading does to mind what exercise does to your body. Brijesh Dalmia shares his thoughts on being an effective reader and how it helps IFAs. Brijesh Dalmia has compiled a small list to get you started, do add your own choices in the comments.
Read MoreFee Model – If you don’t get it right in beginning, it will hurt later
Brijesh Dalmia
Founder, Dalmia Advisory Services Pvt Ltd
December 14, 2016
Reading Time: 2 minutes Are you always in dilemma on the fee model to adopt which can result in a win- win situation, for both you and the client. Brijesh Dalmia, Founder – Dalmia Advisory Services Pvt. Ltd., throws light on some relevant points to consider while freezing your fee model.
Read MoreFocus on STPs. Not just SIPs.
Brijesh Dalmia
Founder, Dalmia Advisory Services Pvt Ltd
August 8, 2016
Reading Time: 3 minutes Brijesh Dalmia is a leading IFA and the founder of ‘Dalmia Advisory Services Pvt. Ltd.’ based out of Kolkata. Brijesh is also an author and motivational speaker in the area of Life, Leadership and Personal Development. He is the founder of ‘The Brijesh Dalmia Leadership Company’. As a life coach he has helped many individuals live a happier, fulfilling and satisfying life. He is a CFP, LUTCF and LMF.
In this article, he urges why and how IFAs should focus on Systematic Transfer Plans (STP) instead of Systematic Investment Plans (SIP) to build AUMs faster and maintain healthy Equity to Debt AUM. Brijesh Dalmia’s STP Sales Presenter* is popularly used by many IFAs across the country to explain potential investors the concept of STP through various examples, comparison with fixed deposit, actual STP performance of few schemes, taxation, capital appreciation & accelerated amount transfer illustrations, goal based solutions and many other information.
Read MoreThe Super Efficient Planner – by Brijesh Dalmia
Brijesh Dalmia
Founder, Dalmia Advisory Services Pvt Ltd
November 14, 2014
Reading Time: 4 minutes “Hey there. I am a super efficient planner. I have worked hard and I know the best way to charge a reasonable fee. I have been through ups & downs and I have figured out my business model. I know my target segment and I know my growth path. I read decent and I learn every day…. do you wanna join me? ”
Brijesh Dalmia, founder of Dalmia Advisory Services Pvt. Ltd. shares his insights on what makes a Super Efficient Planner. Read on !
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