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.

How to distribute 60% of your time in prospecting for clients?

Bhuvanaa Shreeram
Certified Financial Planner, Plan2Prosper
August 18, 2017

Reading Time: 5 minutes If you hate your business, you can afford to hate Sales! Sales usually don’t get the importance it deserves. Read on for an interesting perspective from a seasoned professional Bhuvana Shreeram on how to distribute 60% of your time in prospecting for clients.

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Portfolio Review and Health Check-Ups: Similar Check-points

Sadique Neelgund
June 13, 2017

Reading Time: 4 minutes Do you really need to review your clients Portfolio? We all review plans at pre-designed intervals. It is something which is so intrinsic to our practice that one does not go into the whys and whens of this process? Joydeep Sen, Managing Partner, Sen & Apte Consulting Services LLP gives an interesting analogy between health check ups and portfolio reviews and some suggested best practices for client hand-holding.

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