Network FP Thinktank

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.

A time tested, sure shot process for continuously acquiring clients!

Bhuvanaa Shreeram
Certified Financial Planner, Plan2Prosper
April 26, 2019

Reading Time: 2 minutes We often forget that regardless of how good we are at our craft, we cannot make a living out of it till we have a market for it. We might not always have a ready market for it and may have to create one.

In this Article, Bhuvana Shreeram talks about her journey of acquiring clients and shares tips on how with some simple ways we can all attract constant better client prospects!

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The Risk for Financial Advisors

Aakash Bansal
Co Founder and CEO at Mercury Financial
April 19, 2019

Reading Time: 6 minutes Risk is nothing but the possibility of something not turning out as expected. While we take risk management for our clients very seriously, we often don’t realize that our practice and us are also susceptible to various risks. One such risk is the risk of changes in regulations that our professions is bound by.

Here is a walk down the memory lane explained by Akash Bansal, overviewing how regulations in the investment advisory business has evolved over time and some handy tips to make sure we can embrace these changes smoothly!

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A Complete Analysis on the Current Crisis in Debt Markets

Sunil Jhaveri
Founder - MSJ MisterBond Pvt Ltd An Advisor 2 Advisor - B2B Platform
April 12, 2019

Reading Time: 4 minutes How often do we advisors find ourselves at a loss of words to explain a financial markets related crisis to our clients?

And when it comes to debt market-related situations, it is even more complicated!

Here’s an insightful dissection by Sunil Jhaveri, MisterBond about the current crisis that hit our debt markets – The exposure of certain FMPs to the Zee Group and it’s repercussions, Read this article to make sure this discussion is a little more meaningful.

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How to Acquire Clients through Email Marketing?

Jigar Parekh
Director at Anchoredge
March 26, 2019

Reading Time: 2 minutes Acquiring more clients! This is always one of the top goals for any advisor. So how does one become a prospecting machine? How do you acquire more clients without cold calls? We have often heard about Email Marketing, but how do you put it into practice? Read this article by Jigar Parekh who has given 3 simple steps on how to acquire clients through Email Marketing.

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The 5 Step Recipe – for reasonable profits & consistent growth !

Rohit Shah
Founder, Getting You Rich
March 19, 2019

Reading Time: 2 minutes Every Business requires a plan on How it functions. How do we scale up and still maintain quality such as to make reasonable profits, consistently and years after years? The answer lies in the recipe of delivering the financial plan. So here is the 5 step recipe that’s working for Rohit Shah. Read this article to find out how!

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How to Ensure you Minimize your Client’s Claim Rejection?

Dinesh Jain
March 12, 2019

Reading Time: 5 minutes We all know, that the Jan Feb March months for the Indian Financial Market is a key. While insurance businesses are picked up to meet targets or to save taxes, as Financial Advisors it is our duty to guide the investors well on the entire process of buying insurance. A small mistake in the excitement of gaining business can lead to bigger problems in the future. Read this article nicely penned by Mr. Dinesh Jain, to understand the entire process of buying insurance with proper due diligence to ensure happy clients with lesser claim rejection.

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4 Ways to make every day, A Super Productive Day!

Mukul Agarwal
Founding Partner at Circle Wealth Advisors P. Ltd.
March 5, 2019

Reading Time: 3 minutes All of us would love to be happy every day, but is this possible? Why not? Happiness is defined and decided by you. Mukul Agarwal has jotted down a beautiful article, on how he makes his every day a Super Productive one, read this article on NetworkFP ThinkTank to find out how you can do it too!

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Give Your Clients these 6 Reasons to Refer You More

Stephen Wershing
The Client Driven Practice
February 19, 2019

Reading Time: 2 minutes We all love referrals, don’t we? A significant part of our business model revolves around these referrals.

All this time we have been asking for referrals from our clients. How would it sound if your clients directly share referrals without even asking for it? Sounds Fantastic, isn’t it? The question is: How and Why would a client share a referral with you?

Read this article by Stephen Wershing the author of, Stop Asking for Referrals, who has given us some simple pointers on how to get Referrals from your clients, without asking for it!

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Key Takeaways from Network FP National Conference 2019

Gajendra Kothari
MD & CEO, Etica Wealth Management Pvt Ltd
February 12, 2019

Reading Time: 5 minutes Conferences can be overwhelming. Being bombarded with so much information can’t be easy. After every Conference, Question yourself: What did I learn today? What is my Takeaway from this which I can use in my practice?

It’s not even one month since we have concluded our 8th Annual Conference, for those who attended this is a refresher course and the one’s who missed the conference here are the Key Takeaways. Read this article by Gajendra Kothari, co-chair of the conference who has pen down the highlights of each session.

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3 Steps for Financial Advisors to Scale Beyond 100!

Shailendra Kumar
Co-founder -
February 5, 2019

Reading Time: 2 minutes A stage comes when your company grows out of your personal capacity to handle customers on a one on one basis. Normally most of us max out at around 100 customers. If you need to scale beyond 100, in this highly relationship-oriented domain, you need to ensure stream lined processes and a very well-trained staff to consistently deliver the same value as you have set out to deliver initially. Read this Article by Shailendra Kumar on how some simple points that can help you Scale up Beyond 100!

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