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.
A time tested, sure shot process for continuously acquiring clients!
Bhuvanaa Shreeram
Certified Financial Planner, Plan2Prosper
April 26, 2019
Reading Time: 2 minutes We often forget that regardless of how good we are at our craft, we cannot make a living out of it till we have a market for it. We might not always have a ready market for it and may have to create one.
In this Article, Bhuvana Shreeram talks about her journey of acquiring clients and shares tips on how with some simple ways we can all attract constant better client prospects!
Read MoreFinancial Planners – step back and laugh once in a while !
Rohit Shah
Founder, Getting You Rich
December 27, 2013
Reading Time: 5 minutes Many a times financial planners take finance and investing too seriously. Rohit Shah, Financial Planner and CEO, Getting You Rich takes some digs at the profession, clients, prospects, SEBI himself. Just step back and laugh it out for a change.
Read More7 Lessons Financial Planners Should Learn from Milkha Singh!
Sadique Neelgund
July 30, 2013
Reading Time: 4 minutes Milkha Singh shared his true story to production team of movie and got involved in making.This movie is perfect example showcasing “Hard work, Willpower and Dedication” of common man to become a successful athlete.
Read MoreChartered Accountants are not Financial Planners – Tell your clients/prospects
Sadique Neelgund
March 21, 2012
Reading Time: 4 minutes Many investors have the habit of approaching their Chartered Accountants (CA) for every financial decision including investments. But is a Chartered Accountant so efficient that he can advice on all investments and other personal finance matters? Or is it better to talk to a Certified Financial Planner (CFP)?
Read MoreHello Planner! Do YOU have a Written Financial Plan?
Sadique Neelgund
August 26, 2011
Reading Time: 6 minutes As a financial planner, it is very important to have our own financial plans in place that too in black & white and preferably prepared by another professional. We should go through this process before venturing out to plan financial lives of clients or preaching the benefits of planning to others.
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.
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