Network FP Thinktank

7 Avenues to Build a Solid Content Strategy & How it Helps Advisors?

Sadique Neelgund

August 26, 2014

Reading Time: 6 minutes In the digital world, they say, content is king ! There are several ways you can can build personal finance contents and there are many benefits to it. This can show your thought leadership, help to acquire new clients, get you media opportunities and help to retain existing clients.

Smitha Hari, Blog Editor and Rohit Shah, Founder at Getting You Rich shares several useful tips in this article. They argue that this can be a game changer and bring in significant results.

Do you like this idea? What’s your content strategy? Please add your comments in the article page.

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.

Golden Rules & Mantras for those Trying to Ride the Stock Market

Sadique Neelgund

August 4, 2014

Reading Time: 5 minutes Stock Markets have rallied in the hope of economic revival & everyone is taking about a long and successful bull run. Siddharth Doshi, CEO at Moneycare wonders if the GDP can grow at 8% p.a. within next 2-3 years and will the investment cycle pick up? He observes that Mid & Small size stocks can give huge returns but the investors don’t understand the risk.

4 Most Powerful Ps for Financial Advisory Practice Management

Shalini Dhawan

Co Founder & Director

July 30, 2014

Reading Time: 4 minutes Shalini Dhawan, Co Founder of Plan Ahead Wealth Advisors explains how we can use elements of Proposition, Process, People & Plan for building a successful practic in financial planning. In this article she has many questions for us. Before you go build a value proposition, do you know who is your client? What’s your core competency? Do you have plan for yourself?

Read the full receipe for a successful practice in this article.

3 Innovative Business Models achieving Financial Inclusion

Sadique Neelgund

Reading Time: 3 minutes Financial inclusion is absolutely necessary for the development of the economy at all levels. In spite of various schemes by the Government, a lot still needs to be done to plug the gap. Three initiatives in the country – Bangalore based Rang De, Delhi based Sanchayan Suraksha and Chennai based IFMR Trust work on innovative models to move closer to achieving financial inclusion. Smitha Hari, Blog Editor at Getting You Rich shares the details of these initiatives.

Rich or Wealthy – What are you helping your clients become?

Deepali Sen

Partner

July 17, 2014

Reading Time: 4 minutes Is being Rich and being Wealthy different? How do we link money and happiness? Money is energy, power but not evil in itself, says Deepali Sen. Though money may not (always) be able to buy happiness, it does not mean that money and happiness cannot co-exist. Swami Vivekananda talks about this resource aptly- “If money can help a man to do good to others, it is of some value; but if not, it is simply a mass of evil, and the sooner it is got rid of, the better.”

BOOST is the Secret of Advisor’s Success

Usha Mallya

Co-Founder

July 9, 2014

Reading Time: 3 minutes Ever wondered if there is a secret to resolve your challenges as an IFA? Here is a guidance by Usha Mallaya… and Advisor Practice Managment Coach. Now, the BOOST can be the secret of your energy too. Practice the right behavior, have a right orientation, institute a business process that streamlines operations, supports teamwork and fosters compliance, deploy technology that boosts efficiency and builds capacity to scale up and have an ongoing prospecting cycle.

Indian Investors are Good at Making Foreigners Richer

Aashish Sommaiyaa

MD, Motilal Oswal AMC

July 5, 2014

Reading Time: 5 minutes Aashish Somaiyaa observes that Achche Din will just pass by unless the small investors increase their exposure to Equity. We are good in contributing to the growth but not in participating in the same. He quotes several examples where we contribute to 100% of the consumption growth but hardly participate in profits.

The Secret Recipe for Success of Investor Awareness Workshops

Gajendra Kothari

MD & CEO, Etica Wealth Management Pvt Ltd

July 3, 2014

Reading Time: 4 minutes Gajendra Kothari, MD & CEO at Ética Wealth Management Private Limited shares his experience of conducting over 100 investor education seminars. His recipe is simple. This approach now helps his firm acquire more than 70% of their new business. Read on to know his secret recipe.

Five Key Gaps in Advisory Practice that Advisors have to Overcome for Success

Rajendra Kalur

Chief Executive Officer

June 19, 2014

Reading Time: 4 minutes Rajendra Kalur, Director & CEO of TurstPlutus Wealth Managers says that post the new SEBI Advisor Regulations, we should reshape our business models and mirror the client expectations. He analyzes what went wrong with advisory practice and how the focus has shifted on investment advisers post 2008. Based on his observation, here are 5 key gaps that exist in the current advisory model with most financial advisors and shares the secrets of how to overcome these gaps.