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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.

What is the best way to have the,  Retail Segment Invest with you?

Sharan Patil
Entrepreneur,Investor & Educator
May 3, 2019

Reading Time: 2 minutes If someone asks us, “who is the ‘ideal’ client for you?”, majority of us will instinctively say a client who falls in the high income or HNI category. The blue chips of our client base. While this rationale is not illogical, it often leads us to overlook the entire middle class, growing income group of clients. In this article, Sharan Patil shares his insights on how to target this segment and make them the brand ambassadors of your Business.

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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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