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.
Grill your clients hard for a super effective data gathering
Sadique Neelgund
March 15, 2011
Reading Time: 6 minutes During the data gathering meeting, dont be apprehensive about upsetting your prospective clients, just do your job… just be a financial planner who is genuinely interested in helping his/her clients! And also achieve more than just collecting numbers during the 2-3 hours you spend with the client.
Read MoreUse FP Pyramid to prioritize goals for confused souls
Sadique Neelgund
February 20, 2011
Reading Time: 5 minutes Setting and prioritizing goals is a very critical step, client’s expectation from a financial planner depends on this step and helps you both to be on a common page. Usually clients talk about primary goals but when you expose them to Financial Planning Pyramid approach, they understand the bigger picture of financial planning and also differentiate you from other financial intermediaries.
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