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.
How to Monetize Client Centricity for All Types of Customers
Bhuvanaa Shreeram
Certified Financial Planner, Plan2Prosper
March 19, 2014
Reading Time: 3 minutes Different clients need different levels of service, customization and expertise. So how do financial planners and other financial advisors monetize client centricity and offervaried levels of service?
Read MoreTwitter for Financial Advisors… Getting Started and Using It
Ronak Hindocha
Entrepreneur
March 12, 2014
Reading Time: 5 minutes Twitter has become one of the most popular social medias. But twitter for financial advisors… Are they active? What do they do? If I have to setup my twitter account what do I need to do? Can twitter be a lead generation engine? What should I tweet about? How do I get followers?
Read MoreCFP Career… From the depths of despair?
Suresh Sadagopan
CEO, Ladder7 Wealth Planners Pvt. Ltd.
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 MoreMutli Level Service Suite – Let’s create opportunities for youngisthan !
Bhuvanaa Shreeram
Certified Financial Planner, Plan2Prosper
January 14, 2014
Reading Time: 4 minutes Clients with various levels of assets and fee paying capabilities have to be served. Their needs and expectations differ as they move ahead in their careers and financial life. Solution – segment them and give them a multi layered service offering. On the other hand, there are planners who are just graduating from college full of technical skills and energy but lacking in relational skills. This article talks about mapping client segments to planner career levels.
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 MoreFinancial Planners – step back and laugh once in a while !
Rohit Shah
Founder, Getting You Rich
December 27, 2013
Reading Time: 5 minutes Many a times financial planners take finance and investing too seriously. Rohit Shah, Financial Planner and CEO, Getting You Rich takes some digs at the profession, clients, prospects, SEBI himself. Just step back and laugh it out for a change.
Read MoreWe Need a National Level Powerful Body for Financial Planners / Advisors
Karthik Jhaveri
Director
September 10, 2013
Reading Time: 3 minutes It is nice to see so many associations taking shape across the country. Congratulations to all of us for coming together. Superb movement! On a local level there is much to gain for members of such bodies and associations; however on a larger level for all of us as an industry we need something larger. Kartik Jhaveri feels we need something even more powerful and makes a case for it.
Read MoreREFRAME, REFRAME and REFRAME – Happy Independence Day!
Kanak Jain
August 15, 2013
Reading Time: 5 minutes Everything is the outcome of an idea. Say, if you were to look around and observe for a moment you’d be more aware that everything is the result of an idea. Talking about ideas is easy, coming out with an idea is even easier. Everything is easy in fact. Its all in the mind. We need to simply do one thing and that is… REFRAME , REFRAME and REFRAME. All ideas are a result of fantastic re-framing.
Read MorePower of Subconscious Mind in Investor’s Risk Tolerance & Risk Taking Capacity
Dilshad Billimoria
Director Dilzer Consultants Pvt Ltd: SEBI Registered Investment Advisor
August 12, 2013
Reading Time: 5 minutes There are many questionnaires and software’s available in the market today to measure risk tolerance; but the human mind feasts on irrationality and sometimes, the logic of a well laid out set of questions, graphs, and plans falls in the flush.
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