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.
Key Learnings from Network FP Regional Conclave’19: Mumbai
Vivek Shah
Founder & CEO, Finrise Financial Planners
August 9, 2019
Reading Time: 8 minutes In light of this objective to help financial advisors move from untruth to truth and from ignorance to knowledge, the Network FP Regional Conclave 2019 came to its last destination in Mumbai after traveling to 9 cities empowering and illuminating almost 1000 financial advisors. We had around 150 advisors in the room charged up for learning, unlearning and relearning which would help them to prosper, grow, be happy and make a positive change in their client’s life. Read this Article by our chair of Mumbai conclave Mr. Vivek Shah to read along the learnings from each session.
Read MoreHow to Build a Strong Network of Referral Partners – by Vivek Shah
Vivek Shah
Founder & CEO, Finrise Financial Planners
July 21, 2016
Reading Time: 5 minutes Mr. Vivek Shah is a practicing Financial Planner and is Certified Financial Planner from FPSB India. After completing his graduation in commerce, he pursued Master’s in Business Management in Finance. He also holds master’s in commerce (M.Com) and C.A.( Int). He is a Life Planning practitioner trained from Kinder Institute of Life Planning (USA).
In this article, Network FP ProMember Vivek Shah shares his insights on financial advisors can generate referrals by building a strong network of “Referral Partners” which will support sustainability and growth of practice over the longer run.
Read More