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.
SEBI Investment Advisor Regulations – The Draft
Sadique Neelgund
September 23, 2012
Reading Time: < 1 minute The Draft – SEBI Investment Advisor Regulations
Read MoreBest One-liners from Network FP’s Successful FP Campaign
Suresh Sadagopan
CEO, Ladder7 Wealth Planners Pvt. Ltd.
June 11, 2012
Reading Time: 4 minutes Network FP organized workshops on “The Making of a Successful Financial Planner” by India’s top financial planners held across the country in 6 cities in the month of April. Throughout the campaign Sadique Neelgund was giving live updates to the rest of the financial planners in the country by tweeting their best one liners. I have tried to compile his tweets on quotes by these top five financial planners on this one page here. If you have missed them, you should read to benefit from what the best and greatest financial planners of India think about this profession.
Read MoreIn future, the best firms won’t find new clients; the new clients will find them!
Michael Kitces
Head of Planning Strategy, Buckingham Wealth Partners
May 21, 2012
Reading Time: 5 minutes As the financial planning world continues its journey into the digital age, marketing and growing a financial planning practice faces new challenges. Some firms suffer as traditional methods no longer work the way they once did, while others struggle to implement new strategies like blogging and social media without any clear strategy or understanding of how to do it successfully. In this scenario how to capitalize on the world of the future where you don’t find the clients, but the clients find you.
Read MoreOne-Page Business Plan of a Fee-only Financial Planner in US
Sadique Neelgund
January 17, 2012
Reading Time: 3 minutes Here is a One Page Business Plan of a Fee-only Financial Planner – Mr. Jim Freeman, Founder, Financial Alternatives based in San Diego, USA. It is good if a Financial Planner/firm develops a crisp and clear business plan which will guide him/her towards establishing a successful practice or take it to the next level. Take a look and get inspired!
Read MoreWhat is the proof that you have given “The Right Advice”?
Sadique Neelgund
January 16, 2012
Reading Time: 3 minutes Financial Planners should serve their clients while protecting themselves. This can be done by rigorously seeking to develop & apply five proofs to their client advisory process. What is clear from both recent regulatory reforms and best practice discussions is that the client’s informed consent to the risk in their financial plan is of critical importance. Many financial advising practices fail to help investors appropriately understand financial risk. In essence they do not meaningfully establish investors’ investment expectations…
Read MoreSurrendering policies – a painful but necessary decision?
Sadique Neelgund
June 6, 2011
Reading Time: 6 minutes The most prominent among the common mistakes made of clients is buying of a wrong insurance policy pushed by an insurance agent. Almost all the clients we deal with have at least a couple of dud insurance investments. It’s a very hard decision both for the planner to recommend surrendering a policy and a client to execute such a recommendation.
Read MoreDo it Yourself Vs. Hiring a Financial Planner
Sadique Neelgund
May 17, 2011
Reading Time: 6 minutes Consumers will always have the choice to manage money themselves or seek professional advice i.e. hire a financial planner. Check out the factors which will affect the decision of individuals in this regard. And as a financial planner do you think our community should support “Do it Yourself” individuals? Dont miss out the comments section.
Read MoreShed your current practice model to be a truly successful IFA
Sadique Neelgund
May 7, 2011
Reading Time: 5 minutes IFAs have to transition from being representative of the manufacturer to being representative of the client. Regulatory changes are creating a paradigm shift in the industry. IFAs need to recognise this and put a strategy in action to move with the times.
Read MoreSelling is not a bad word…Stop feeling guilty
Sadique Neelgund
April 5, 2011
Reading Time: 5 minutes Selling is not a bad word. Mis-selling is. In the regulatory zeal to eliminate mis-selling, selling itself is being eliminated. Many financial advisors who are ethical are being pushed to the point where they are now feeling guilty about the word ‘sales’.
Read MoreCan ‘profit’ exist without ‘ethics’ in FP Profession?
Sadique Neelgund
March 20, 2011
Reading Time: 4 minutes Nobody wants to talk about the most important aspect of financial planning profession – Ethics. But it’s high time that we understand unethical practices which ignore values such as honesty and integrity in conducting their financial planning business ultimately break down and is not profitable.
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