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.
Driving Meaningful Review Conversations
Shailendra Kumar
Co-founder - FinAtoZ.com
September 22, 2020
Reading Time: 2 minutes Honestly speaking, handling reviews with most of our clients, in the recent times, has been challenging. Markets hitting various highs, clients’ portfolios not reflecting the same growth, uncertainties of today’s times and a new surprise every few days thrown by this year at us. To make matters worse, for a few clients it had been […]
Read More3 Steps for Financial Advisors to Scale Beyond 100!
Shailendra Kumar
Co-founder - FinAtoZ.com
February 5, 2019
Reading Time: 2 minutes A stage comes when your company grows out of your personal capacity to handle customers on a one on one basis. Normally most of us max out at around 100 customers. If you need to scale beyond 100, in this highly relationship-oriented domain, you need to ensure stream lined processes and a very well-trained staff to consistently deliver the same value as you have set out to deliver initially. Read this Article by Shailendra Kumar on how some simple points that can help you Scale up Beyond 100!
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