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.
Atomic Advice Model – Build Your Practice the Way Doctors Do
Suresh Sadagopan
CEO, Ladder7 Wealth Planners Pvt. Ltd.
August 21, 2014
Reading Time: 4 minutes Do you still think that the Financial Planning practice is in the nascent stage? What are we doing to strengthen the profession? Moving to product based approach is the easiest thing that we all can do. To overcome the resistance on our fees and to grow our practice to the next level, we need to take incremental approach and be innovative the way we engage clients. In this article, Suresh Sadagopan, Founder, Ladder 7 gives an example of how a medical practitioner consults patient and gives pointers on how this Atomic Advice model can possibly be adopted for our practice.
Read MoreCFPs, Let’s Stop the Blamegame and Take the Lead !
Suresh Sadagopan
CEO, Ladder7 Wealth Planners Pvt. Ltd.
May 13, 2014
Reading Time: 5 minutes Suresh Sadagopan analyzes challenges being faced by CFPs and offers his thoughts on how we should go about establishing the CFP profession. He questions the fraternity – It is strange to see the amazing reluctance of those in Financial Planning community to participate wholeheartedly & evangelize the merits of the profession and communicate the benefits to the public at large… What are we waiting for?
Read MoreShould You Stay as a ‘Single Advisor’ or Scale Up as a ‘Full Service Firm’
Suresh Sadagopan
CEO, Ladder7 Wealth Planners Pvt. Ltd.
April 8, 2014
Reading Time: 5 minutes Suresh Sadagopan summarizes good and not so good parts of two popular business models for investment advisers i.e. Practicing Professionals vs. Full Service Firms. Whether you are an Individual adviser or a firm, he has tips for you. Read On!
Read MoreCFPs.. Don’t Look Down Upon Sales Jobs, Make it Work for You !
Suresh Sadagopan
CEO, Ladder7 Wealth Planners Pvt. Ltd.
March 25, 2014
Reading Time: 6 minutes Want to get into financial planning… need a good job after CFP where you can put the learnings to work… but finding the going really tough as most jobs are just sales jobs… What do you do?
Read MoreCFP Career… From the depths of despair?
Suresh Sadagopan
CEO, Ladder7 Wealth Planners Pvt. Ltd.
March 12, 2014
Reading Time: 6 minutes You have done your CFP Certification and are finding it difficult to get a job? You were told that once you complete the certification, you can get easy placements with charter members? You are finding that most people have not heard of CFP certification? You are hearing that practicing in this area is very difficult?
Read MoreTake note… take care (w.r.t. SEBI RIA Regulations)
Suresh Sadagopan
CEO, Ladder7 Wealth Planners Pvt. Ltd.
March 1, 2014
Reading Time: 3 minutes SEBI RIA Regulations have come into effect from 20th October, 2013. Today, we still find a large number of advisors who are not registered yet but soliciting business for financial planning & advisory services. Suresh Sadagopan, a Registered Investment Advisor (RIA) & a Certified Financial Planner (CFP) gives a word of caution to the advisory fraternity w.r.t. SEBI RIA Regulations.
Read MorePlanners target the wealthiest 1-2%… need to reach out to Aam Admi !
Suresh Sadagopan
CEO, Ladder7 Wealth Planners Pvt. Ltd.
January 10, 2014
Reading Time: 5 minutes Most financial planners are targeting the wealthiest 1-2% of the population. Our current practices and our cost structures do not allow us to service the main stream population. As a result of this, financial planning is not popular among the public. The public views financial planning as a niche service for the wealthy section of the population.
Read MoreDo the current technology platforms match upto the advisor needs?
Suresh Sadagopan
CEO, Ladder7 Wealth Planners Pvt. Ltd.
April 29, 2013
Reading Time: 6 minutes Platforms and Technology is very important to doing business today. The tech providers should understand their role and assist advisors in their business, instead of thinking they are partnering with them and are business co-owners.
Read MoreHuman Resource Strategies & Challenges of Financial Planners in India
Suresh Sadagopan
CEO, Ladder7 Wealth Planners Pvt. Ltd.
March 26, 2013
Reading Time: 3 minutes India’s leading financial planners based out of Mumbai have come to form a Professional Study Group wherein they meet second Friday of every month for 3 hours. I am also part of this study group and we had our debut meeting on Friday, March 8, 2013. For the first meeting the agenda for discussion was “HR Strategies and Team Building by a Financial Planning Firm”. The knowledge, information and ideas sharing was fantastic. The willingness of senior planners to share and learn from each other was very encouraging.
Read MoreLife of Advisor = Life of Pi who had to live with Richard Parker
Suresh Sadagopan
CEO, Ladder7 Wealth Planners Pvt. Ltd.
February 5, 2013
Reading Time: 5 minutes With new Investment Advisor Regulations kicking in, instead of being in denial, advisors should move forward and embrace change. This is just the beginning. It is like Pi finding himself with Richard Parker in the boat. We have a long journey ahead and storms to face and survive in future. Pi had remarked –“Richard Parker – it is because of you I’m alive. You keep me alert day and night and ensure that I lived all these days”.
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