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.
The Best Gift You Can Give Yourself – An Annual Weeklong Yoga Vacation!
Sadique Neelgund
March 4, 2013
Reading Time: 4 minutes Priti and I recently visited and stayed at Kaivalyadham, spread across 182 acres with fresh air in the Hill Station Lonavala which is around 100 Km from Mumbai. Life has been very hectic since last year with FPA Study Tour to San Antonio in October, Network FP Annual Conference in December, all India tour of Financial Plan Construction Workshop in January and then Roundtable on SEBI Investment Advisor Regulations.
Read MoreLife of Advisor = Life of Pi who had to live with Richard Parker
Suresh Sadagopan
CEO, Ladder7 Wealth Planners Pvt. Ltd.
February 5, 2013
Reading Time: 5 minutes With new Investment Advisor Regulations kicking in, instead of being in denial, advisors should move forward and embrace change. This is just the beginning. It is like Pi finding himself with Richard Parker in the boat. We have a long journey ahead and storms to face and survive in future. Pi had remarked –“Richard Parker – it is because of you I’m alive. You keep me alert day and night and ensure that I lived all these days”.
Read MoreViews on Upcoming SEBI’s Investment Advisor Regulations
Sadique Neelgund
December 19, 2012
Reading Time: 5 minutes Indian Merchants Chamber (IMC) held a seminar in collaboration with Bombay Stock Exchange (BSE) on Regulatory Changes for Investment Advisors on December 18 in Mumbai. I was invited to be on the Panel Discussion to share my views on upcoming advisor regulations… I am sharing the same as Q & A with Network FP community.
Read MoreDownload Services Menu Card of a Financial Planner from USA – Excellent Clarity!
Sadique Neelgund
November 30, 2012
Reading Time: < 1 minute Here is a Complete Menu Card of a Financial Planner which he gives to prospects and clients before soliciting financial planning & wealth management assignments. This kind of service description along with rate card gives excellent clarity to both clients and planners and brings transparency in client-planner relationship. Download it and draft your own services card.
Read MoreDownload Mind-Maps of FPA Conference 2012 Learnings – by Hemant Beniwal
Hemant Beniwala
November 5, 2012
Reading Time: < 1 minute Sadique Neelgund, Founder, Network FP was giving live updates of learnings from recently held FPA Annual Conference 2012 in San Antonio through Twitter & Facebook. Hemant Beniwal has collated all these learnings in mindmap formats categorizing the updates.
Read MoreSuresh Sadagopan’s Diary from FPA San Antonio 2012
Suresh Sadagopan
CEO, Ladder7 Wealth Planners Pvt. Ltd.
October 25, 2012
Reading Time: 5 minutes Suresh Sadagopan, Founder of Ladder 7 Financial Advisories accounts his experience of recent visit to San Antonio (Texas) to attend FPA’s Annual Conference and Network FP’s Study Tour.
Read More8 Killer Myths that Financial Planners Believe in and its killing their Business
Nandish Desai
Partner-jagoinvestor.com
Reading Time: 7 minutes This article will talk about some of the myths, which most financial planners believe in ! These myths are destroying their business and stopping them from growing their advisory practice. Lets talk about them one by one.
Read MoreIntroducing Jagoadvisor Blog – 10 Inspiring Ways to Become a True Financial Planner!
Nandish Desai
Partner-jagoinvestor.com
October 24, 2012
Reading Time: 5 minutes This article was first published on JagoAdvisor, a blog for helping financial advisors run by Manish Chauhan & Nandish Desai of Jagoinvestor fame. Kindly visit JagoAdvisor to read more articles and subcribe to blog. Network FP wishes Nandish & Manish all the very best for Jagoadvisor initiative! If you are a personal finance professional, ask yourself – […]
Read MoreShare with Clients – Confessions of a Bank’s Relationship Manager
Sadique Neelgund
October 23, 2012
Reading Time: 6 minutes Here is an article which got published in Business Standard yesterday. It speaks about mis-selling that happens in banks and role of a relationship manager in the same. Altough we all know it, seeing it in black and white in a leading newspaper is quite revealing. Have a glance through it, you can also download the article in PDF just in case you feel like sharing it with your clients and prospects who should be aware of such things.
Read MoreSEBI Investment Advisor Regulations – The Draft
Sadique Neelgund
September 23, 2012
Reading Time: < 1 minute The Draft – SEBI Investment Advisor Regulations
Read More