Network FP Thinktank

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.

First set your expectations right, client comes later!

Milind Kohmaria
Corporate Trainer and Consultant
May 24, 2019

Reading Time: 4 minutes Carl Richards, investor behavior analysis enthusiast, and acclaimed author, on his trip to India in 2017 expressed, “The only truth that we know about financial planning is that all our financial plans are wrong. A financial plan is like a business plan.” Does this make you question your work and professional aspirations? Does it make you question what should be expected out of a financial plan? It’s easy to find these answers from some basic realignment of our focus and how we perceive the planning exercise.

Read More

Categories

Tags

Advisors Advisory Practice behavioral finance Budget certified financial planner CFP client acquisition data gathering digital marketing Do it yourself estate planning ethical behaviour ethics Featured Fiduciary financial advisor financial advisors Financial Life Planning financial literacy Financial planner financial planning financial planning fees financial planning process George Kinder IFA IFAs IFA transition insurance life planning marketing michael kitces Mutual Fund mutual funds network fp annual conference 2011 practice management Regulation of Investment Advisors RIA risk management Sadique Neelgund sales SEBI SEBI Investment Advisor Regulations 2013 social media suresh sadagopan technology

Subscribe to ThinkTank

Network FP ThinkTank is an online professional journal with weekly articles written by India’s leading practitioners and thought leaders. Get articles directly delivered to your inbox. Over 12,000 already subscribed.
* indicates required