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.
Convert your Prospects into Clients in 10 mins – 6 secrets revealed !
Sadique Neelgund
September 25, 2013
Reading Time: 9 minutes Manish Chauhan at Jagoinvestor has dealt with various kind of clients from different parts of India and NRI’s from abroad. In this post, he shares with advisors some open secrets which they have learnt over the years about converting prospects into clients. They are not fancy secrets, but some basic lessons but often ignored by financial planners or investment advisors. These basic learning’s will help you while dealing with a new prospect, and chances of his/her becoming your client will increase considerably.
Read More7 Lessons Financial Planners Should Learn from Milkha Singh!
Sadique Neelgund
July 30, 2013
Reading Time: 4 minutes Milkha Singh shared his true story to production team of movie and got involved in making.This movie is perfect example showcasing “Hard work, Willpower and Dedication” of common man to become a successful athlete.
Read MoreDownload & Checkout this Simple & Easy Do-it-Yourself Financial Planning Guide
Sadique Neelgund
June 14, 2013
Reading Time: < 1 minute Here is a very small, simple and easy to understand Do-it-Yourself Financial Planning Guide for consumers. This guide helps the investors to understand the components of financial planning with the help of basic concepts & terminology and a ready for action workings on top four goals / objectives of most individuals / families.
Read MoreThey’d Rather Spend than Save, But Gen Y Is Your Future
Sadique Neelgund
May 9, 2013
Reading Time: 2 minutes While Generation Y controls a mere fraction of the country’s total net worth, its members are widely considered the future of financial planning. As a result, advisors are paying particular attention these young adults.To capture some of that growing wealth, advisors from around the country are beginning to reshape their practices to accommodate and attract this rising generation.
Read MoreFinancial Planning For The Masses Works – As Long As You Can Really Reach The Masses!
Sadique Neelgund
May 5, 2013
Reading Time: < 1 minute It has long been a criticism of financial planning that it is focused too far up the wealth scale. Financial planning firms in the US at best only start serving the “mass affluent” (typically defined as $100,000 to $1 million in investment assets), and the elite independent firms often have minimums of one or several million dollars.
Read MoreThe Best Gift You Can Give Yourself – An Annual Weeklong Yoga Vacation!
Sadique Neelgund
March 4, 2013
Reading Time: 4 minutes Priti and I recently visited and stayed at Kaivalyadham, spread across 182 acres with fresh air in the Hill Station Lonavala which is around 100 Km from Mumbai. Life has been very hectic since last year with FPA Study Tour to San Antonio in October, Network FP Annual Conference in December, all India tour of Financial Plan Construction Workshop in January and then Roundtable on SEBI Investment Advisor Regulations.
Read MoreViews on Upcoming SEBI’s Investment Advisor Regulations
Sadique Neelgund
December 19, 2012
Reading Time: 5 minutes Indian Merchants Chamber (IMC) held a seminar in collaboration with Bombay Stock Exchange (BSE) on Regulatory Changes for Investment Advisors on December 18 in Mumbai. I was invited to be on the Panel Discussion to share my views on upcoming advisor regulations… I am sharing the same as Q & A with Network FP community.
Read MoreDownload Services Menu Card of a Financial Planner from USA – Excellent Clarity!
Sadique Neelgund
November 30, 2012
Reading Time: < 1 minute Here is a Complete Menu Card of a Financial Planner which he gives to prospects and clients before soliciting financial planning & wealth management assignments. This kind of service description along with rate card gives excellent clarity to both clients and planners and brings transparency in client-planner relationship. Download it and draft your own services card.
Read MoreShare with Clients – Confessions of a Bank’s Relationship Manager
Sadique Neelgund
October 23, 2012
Reading Time: 6 minutes Here is an article which got published in Business Standard yesterday. It speaks about mis-selling that happens in banks and role of a relationship manager in the same. Altough we all know it, seeing it in black and white in a leading newspaper is quite revealing. Have a glance through it, you can also download the article in PDF just in case you feel like sharing it with your clients and prospects who should be aware of such things.
Read MoreSEBI Investment Advisor Regulations – The Draft
Sadique Neelgund
September 23, 2012
Reading Time: < 1 minute The Draft – SEBI Investment Advisor Regulations
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