Prathiba Girish
Founder at Finwise Personal Finance Solutions
June 14, 2022
Reading Time: 3 minutes I often wonder what is the one thing which has made a huge difference to the progress made in our practice – ONE THING without which the success achieved would have been half of what it is today. I am sure this question will elicit a different response from different people. It is also dependent […]
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Prathiba Girish
Founder at Finwise Personal Finance Solutions
July 20, 2021
Reading Time: 3 minutes Have you noticed how most of us put away celebrations and wait with bated breath to reach a particular milestone before we feel its worthy of celebrating? I spent quite a few years doing the same, only to awaken to the fact that giving myself a pat on the back every now and then actually […]
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Prathiba Girish
Founder at Finwise Personal Finance Solutions
August 25, 2020
Reading Time: 4 minutes Financial planning for retired clients is quite different from that for someone who is still in the accumulation phase. As an advisor it comes with a complete set of new dilemmas. Many of the products we know which are intrinsically suitable and good for the customer come with zero revenue for us. Why then should […]
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Prathiba Girish
Founder at Finwise Personal Finance Solutions
August 12, 2019
Reading Time: 4 minutes Nowadays, any discussion involving our profession definitely has pessimistic undertones of uncertainty about the future of our industry and how changes are “making life difficult” for advisors. This week, we have Pratibha Girish give us a truthful and realistic take on what its going to take to survive in this industry going forward. She talks straight from the heart with no wrappers of fake idealism, at the same time painting bold strokes of pragmatism necessary for bringing a shift in practice management.
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