Network FP Taskforce
Taskforce
March 27, 2020
Reading Time: 6 minutes Today, the Taskforce at Network FP brings to you a little bit of hope and sunshine. Times like these, where grey clouds of uncertainty loom large and distort any vision into the upcoming future are scary. But what is scary may not always be bad. Resilience and the ability to keep going is what makes us human. Three members of our Taskforce share what these volatile times have meant for them and what it has been like swimming through these unknown waters. Read on and do share your stories of hope and inspiration with us too!
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Neeraj Bahal
Founder, Fasttrack Financial Planners
December 10, 2019
Reading Time: 7 minutes We all have had clients that come to us with ages old crinkly share certificates that they had bought eons ago or had inherited from previous generations. This hidden “surprise treasure” forms part of almost every household. But do we always have answers to their questions concerning demat of shares? No. While a general overview is possible, we are not always equipped to handle detailed questions and then we have to find someone else to do it. Today, Neeraj Bahal deep dives into the topics and shares with us a powerful artillery of points to keep in mind when getting demat of shares done. Read through and be ready to solve your clients’demat issues.
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