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.
BNI – Your Salesforce
Yogita Dand
Chief Financial Planner at Svarasa Financial Life Planners LLP
December 21, 2016
Reading Time: 3 minutes Have you been considering joining BNI but have been dillydallying wondering if the huge cost would be worth your while? We bring you views as well as costing and tips on making a success of the plunge with BNI from Yogita Dand, While we invite you to read on to know about her journey with BNI we also look forward to hearing from you if you have had any experience both similar and a not so happy one with this format. Your comments are valuable for us.
Read MoreFee Model – If you don’t get it right in beginning, it will hurt later
Brijesh Dalmia
Founder, Dalmia Advisory Services Pvt Ltd
December 14, 2016
Reading Time: 2 minutes Are you always in dilemma on the fee model to adopt which can result in a win- win situation, for both you and the client. Brijesh Dalmia, Founder – Dalmia Advisory Services Pvt. Ltd., throws light on some relevant points to consider while freezing your fee model.
Read MoreWhy I transitioned my Entire Client Base to Direct Plans
Anup Bansal
Co-founder and Managing Director, Mitraz Financial
December 12, 2016
Reading Time: 4 minutes Anup Bansal, MD Mitraz Financial Services Pvt Ltd., writes about the reasoning and challenges in shifting his entire base to direct plans, do read on to know more and feel free to reach out to him by commenting on the article, he will respond on the website.
Read MoreOn whose side are you – Product Manufacturer or Product Buyer?
Sadique Neelgund
December 7, 2016
Reading Time: 4 minutes Three years down the line and the financial advisory fraternity in India is still sitting on the fence trying to figure out whether to become a SEBI RIA or not. Read on to know more about Devang Shah`s views on Fiduciary, SEBI RIA and its implications to industry and financial advisors
Read MorePeer to Peer Lending – Whats it all about?
Sadique Neelgund
November 30, 2016
Reading Time: 3 minutes Just over a decade ago, slowly and steadily, a financial revolution started in the west, which was soon to spread across the globe. P2P lending is one of the most disruptive financial innovation of modern times and is here to stay. Read on to know more about what exactly is P2P lending and why you need to watch out for it…
Read MoreRevisiting ‘The Granny Rule’
Jayant Pai
Head - Marketing, PPFAS
November 28, 2016
Reading Time: 5 minutes As a Personal Finance Advisor, we talk about Long Term investing to our clients but do we follow it in our Practice? Read on to find out what Jayant Pai, (CFPCM), Head – Marketing, PPFAS Mutual Fund says about Delayed Gratification and what we as Personal Finance Advisors should consider.
Read MoreNominee doesn’t necessarily mean successor!
Priyesh Sampat
Financial Wellness Coach & Succession Consultant
November 22, 2016
Reading Time: 4 minutes Court verdicts sometimes tend to create more confusion than clarity. More so when it concerns areas like Estate Planning, which most of us only skim through. Read on to know how Priyesh interprets one of the verdicts concerning transfer of Real Estate by Co-Op Society.
Read MoreCycle is The Destiny
Amit Trivedi
Owner, Karmayog Knowledge Academy
November 18, 2016
Reading Time: 4 minutes Every event – good or bad, manmade or natural; is a part of a cycle, which is destined to happen. If that’s the situation, how does an investor behave and what is the role to be played by the advisor. Read on what Amit Trivedi, a leading Trainer & Author of book “Riding The Roller Coaster – Lessons from financial market cycles we repeatedly forget”, has to say.
Read MoreA 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.
Read MoreWhy Collaborate, I can do it all !
Mukul Agarwal
Founding Partner at Circle Wealth Advisors P. Ltd.
November 7, 2016
Reading Time: 7 minutes Mukul comes up with a food for thought – when a financial advisor already has too much on his plate, can he do justice to his clients in all areas? He very logically makes a case of collaboration explaining why, how and with whom to collaborate, areas of collaboration for advisors, challenges faced and how to overcome them. And excellent read for independent practitioners ! Read on…
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