Network FP Thinktank

Client Experience As A Growth Engine

Suresh Sadagopan

CEO, Ladder7 Wealth Planners Pvt. Ltd.

June 7, 2022

Reading Time: 4 minutes Engaging people is a difficult exercise. And engaging them and inspiring them to trust you, an adviser, is even more of a challenge. But it can be done. We, in the financial services domain, look at everything from the monetary angle. We are applying our knowledge in the domain to solve our client’s problems. We […]

Regulatory Changes Needed To Support Advisory Profession

Suresh Sadagopan

CEO, Ladder7 Wealth Planners Pvt. Ltd.

January 25, 2022

Reading Time: 3 minutes We can utmost be a jack of many trades and can be a master at just a couple of them. That means it makes sense to focus on where our core competence lies and take professional help on all the rest. In fact, most of us are doing just that. For medical issues, we consult […]

The return on life – the new paradigm for advisors

Suresh Sadagopan

CEO, Ladder7 Wealth Planners Pvt. Ltd.

September 29, 2020

Reading Time: 4 minutes Life is what we make it to be – it is really in our hands. In some cases, it is a true roller coaster ride. Many times, the events overtake us and we have no option but to pick up the pieces and move on. That is easier said than done though. Preeti would agree […]

ESG: A new fad or a trend to follow?

Suresh Sadagopan

CEO, Ladder7 Wealth Planners Pvt. Ltd.

August 18, 2020

Reading Time: 4 minutes There are winds of change sweeping in the investment world. Over the years, the investment landscape has undergone changes. There are concerns that go beyond just the financial numbers that the companies put out. Over time, Environmental, Social & Corporate Governance (ESG) aspects have become very important parameters to evaluate a company’s investment worthiness & it’s inclusion […]

Risk & Its Effect On Consumer Behavior

Suresh Sadagopan

CEO, Ladder7 Wealth Planners Pvt. Ltd.

August 27, 2019

Reading Time: 4 minutes A big part of our job as financial advisors is risk management. This risk arises as much from the client, their thinking and personality as from factors external to the client. While a lot is spoken about managing external risk factors, there needs to be more dialogue on managing the risks arising from the client. How do you manage such risks without understanding what they are? The clients ultimately showcase consumer behavior of different types. And this molds the pattern of risks specific to that client. Read this interesting piece by Mr.Suresh Sadagopan to understand the relationship that risk and consumer behavior have. We hope this helps you to understand better the mindset and behavior of your clients.

Solution to the Skill Problem in Financial Advisory Domain

Suresh Sadagopan

CEO, Ladder7 Wealth Planners Pvt. Ltd.

June 25, 2019

Reading Time: 5 minutes Any business needs resources to run. While physical and financial resources are equally important, none of these really matter without human resources. People practicing their occupation, doing their jobs and getting work done is the base of any company. In our field there are often talks of limited employment opportunities. This week Mr. Suresh Sadagopan shares a different view with us-which is that this superficial deficiency of opportunities is actually a skill gap between employable candidature requirements and educational learnings. The practical skills that make a potential advisor employable is currently the problem area. Read on to understand his solution strategy for this.

The First RIA Summit Experience!

Suresh Sadagopan

CEO, Ladder7 Wealth Planners Pvt. Ltd.

February 16, 2017

Reading Time: 5 minutes SEBI had brought in a new participant four years ago and it has caused euphoria or heartburn depending on whom you asked.. Network FP decided to decode this new animal & organised RIA Summit. Animal Spirit did get unleased there! If you were not there and want to know more about the electric atmosphere in the room & what sent the adrenaline coursing through the veins, read Suresh Sadagopan’s account here.

The EVOKE Experience

Suresh Sadagopan

CEO, Ladder7 Wealth Planners Pvt. Ltd.

December 26, 2016

Reading Time: 8 minutes Suresh Sadagopan – Founder Ladder 7 Financial Advisories, writes about an experience of 5 days life planning EVOKE workshop by George Kinder. What happened in the workshop? What was his experience? How did he benefit? Read on to find out about all this & more.

A trip to the Land of Milk & Honey… Dairy of a Financial Planner

Suresh Sadagopan

CEO, Ladder7 Wealth Planners Pvt. Ltd.

November 10, 2016

Reading Time: 18 minutes Personal Finance is not an engaging subject – definitely not for our clients. But we keep bombarding them with articles, snippets, newsletters etc. on finance. Clients don’t even open emails after a point, as it is mind-numbingly boring. Suresh started writing non-finance blogs and has got an excellent response… he says clients love it. He writes trip diaries, travelogues, book reviews, movie reviews which he sends to clients. You can do that too.

This American trip diary of Suresh Sadagopan is one such piece where he shares his travel experience around attending financial planning conferences in USA in September 2016. We hope you like it and get inspired to write and share some non-finance stuffs with your clients and followers. It’s an interesting piece… enjoy the read. 

Different strokes for different folks!

Suresh Sadagopan

CEO, Ladder7 Wealth Planners Pvt. Ltd.

August 31, 2016

Reading Time: 3 minutes Suresh Sadagopan CFP is the founder of Ladder7 Financial Advisories, which is a Fee based Financial planning firm since 2004. Suresh Sadagopan was on the board of directors at FPSB India between 2013-15, the certifying body for CFP Certification in India. He is also the Founder President of The Financial Planners’ Guild, India, a premier organisation for practising financial planners formed to spread financial planning awareness as well as assist members to be some of the best in business.