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.
Is Life only about being a Financial Advisor? Or is there more?
Yogesh Chabria
Founder, The Happionaire®
March 20, 2017
Reading Time: 4 minutes Is life only about being a financial planner, earning money, growing your business? Or is there more? Is true success only increasing sales and revenues? Or does life have a deeper meaning and purpose? True success is a life filled with happiness. Read on to know more about Yogesh Chabria Life Experience.
Read MoreNot just Investors, even Advisors need to be Disciplined!
Jinay Savla
Founder, Indigenous Investors
March 10, 2017
Reading Time: 6 minutes It’s season of cricket and we just witnessed one of the finest win by India in a test. Financial advisors can learn a lot from cricket, one of the finest Indian cricketer Rahul Dravid can teach us a lot and Jinay Savla shares his three learnings in the context of finance.
Read MoreDoing IAPs? Give Audience Your Best !
Sadique Neelgund
March 6, 2017
Reading Time: 4 minutes The effectiveness of Investor Awareness programs and its importance to our business is rarely disputed. Reason for not getting started could be, its difficult to get an opportunity. Why put so much effort and time for a social cause! Khyati Mashru tells us how customizing offering and walking the extra mile has helped her get good business from this activity. Read on to know more what she has to say about seven ways to ensure the effectiveness of Investor Awareness Programs & What we do Post IAP.
Read MorePlanning to Launch a Fee-Only Practice? Watch Out…
Amit Kukreja
Family Wealth Advisor
February 22, 2017
Reading Time: 6 minutes Are you confused about fee-based advisory or AUM based advisory? You should watch this before taking final decision. Here are the wonderful insights from Rick’s Kahler interview & list of learnings as a fee-only practitioner by Amit Kukreja Founder, WealthBeing Advisors. Don’t miss the radio interview of Rick Kahler by Michael Kitces in the article and one exercise at the end of the article.
Read MoreThe 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.
Read MoreDownload Income Tax Calculator FY 2017-18 in Excel
Sadique Neelgund
February 3, 2017
Reading Time: < 1 minute Download, check out & use our popular Income Tax Calculator FY 2017-18 in Excel which incorporates the recent changes in Union Budget 2017 by FM Arun Jaitley.
Read MoreFee for Advice is the journey which needs to be completed – SEBI
Sadique Neelgund
January 16, 2017
Reading Time: 3 minutes SEBI after its Board Meeting on January 14th released a Press Release which has brought a great relief to IFAs and Mutual Fund Distributors. Through this press release; regulator has acknowledged several ground realities like a need for co-existence of both advisory & distribution models, need for financial viability of advisory model, etc. Read on to know more about what might be the next step of SEBI and what next IFA’s should do by Sadique Neelgund, Founder of Network FP.
Read More20 Questions to Ask Yourself for Building a Sustainable Business Practice
Dilshad Billimoria
Director Dilzer Consultants Pvt Ltd: SEBI Registered Investment Advisor
January 9, 2017
Reading Time: 4 minutes As client relationships are becoming more complex, it is important for the advisors to have access to systems policies at the click of a button to enable them to access critical information and connect with clients more effectively and meaningfully. Dilshad Billimoria, Director of Dilzer Consultants Pvt Ltd shares her views on How Process Systems and Procedures help build a thorough fiduciary practice.
Read MoreHappy Client Engagements
Rohit Shah
Founder, Getting You Rich
January 2, 2017
Reading Time: 6 minutes We are sure, you would agree that one challenge we frequently face is how to demonstrate value in engagements. How to lead Happy Engagements? How does one set customer expectations and ensure delivery? Rohit Shah Shares beautiful thoughts. Read on for an insightful article “ The value of value” powered with relevant examples. And yes, don’t miss reading those stories inside till end.
Read MoreThe 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.
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