Network FP Thinktank

Why you should have Loan Advisory as a part of your practice?

Harsh Roongta

SEBI registered Investment Advisers

November 2, 2018

Reading Time: 2 minutes Have you ever considered expanding your horizon and improve your services with Financial Advisory ? Did you know that loan advisory can act as a value added service to your client as well as a source of data gathering to you. Every investor who comes to us for financial planning definitely requires assistance on his loan requirements and if we can assist him, he will sure stick with us for longer.

Read this article by Harsh Roongta to understand how you can include loan advisory services to ensure a holistic view for your clients.

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.

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.