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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.

4 Most Powerful Ps for Financial Advisory Practice Management

Shalini Dhawan
Co Founder & Director
July 30, 2014

Reading Time: 4 minutes Shalini Dhawan, Co Founder of Plan Ahead Wealth Advisors explains how we can use elements of Proposition, Process, People & Plan for building a successful practic in financial planning. In this article she has many questions for us. Before you go build a value proposition, do you know who is your client? What’s your core competency? Do you have plan for yourself?

Read the full receipe for a successful practice in this article.

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