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.
Can you please not?
P V Subramanyam
Author & Trainer, Subramoney.Com
April 30, 2020
Reading Time: 2 minutes In our grind to improve services and touch as many lives as possible, we often consciously or subconsciously prepare a “pitch”. This is a culmination of our beliefs and way of working. While we always believe it portrays the best of our capabilities, sometimes there are things that may need reconsideration. And since we keep talking about it so often, we don’t see any flaws in it even if there are. Today’s read has the ever-so-candid Mr. P V subramanian share a satirical take on some things that we really maybe should reconsider saying..go on, read this piece, chuckle with relatability and see which of these points you’d want to change..
Read MoreI Had No One Else To Follow: An Account Blow-by-Blow
Lovaii Navlakhi
Founder & CEO, International Money Matters Pvt. Ltd
April 21, 2020
Reading Time: 2 minutes The world doesn’t want any one of us to think smaller, the world needs all of us to dream bigger, to be bolder and figure out what make us feel excited and accomplished. Genuinely playing the professional role of a financial advisor requires a hefty amount of vision, self-belief, education and experience. As long as we stick to our paths with an honest mind-set, we can withstand tough phases, open up opportunities and make headway.
Being innovative and different is often a boon, and hence today, we present Think Tank to you a little differently. Mr.Lovaii Navlakhi displays his poetic streak as he talks about career path vis-a-vis his personality and passion. He tells us how he shaped up his financial advisory practice and adapted to changes by keeping “client’s interest first” under the spotlight.
Read MoreThe Unique Ability of Mind Maps
Yogin Sabnis
VSK Financial Consultancy Services Pvt. Ltd.
June 1, 2018
Reading Time: 5 minutes Do you find it difficult to make your client understand financial planning Concepts? If you want to simplify your customer needs or financial planning you can always make use of MindMap. It has the unique ability to simplify, leaves a lasting impact on individual minds, helps to collate things easily and communicates instantly. Read on to know more on How MindMaps are useful in simplifying and organizing loads of information.
Read MorePower of Subconscious Mind in Investor’s Risk Tolerance & Risk Taking Capacity
Dilshad Billimoria
Director Dilzer Consultants Pvt Ltd: SEBI Registered Investment Advisor
August 12, 2013
Reading Time: 5 minutes There are many questionnaires and software’s available in the market today to measure risk tolerance; but the human mind feasts on irrationality and sometimes, the logic of a well laid out set of questions, graphs, and plans falls in the flush.
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 More4 mistakes a new financial planners make and destroy their future
Manish Chauhan
Author and Founder at Jagoinvestor,com
July 3, 2013
Reading Time: 7 minutes Over the last 5 yrs , Me and Nandish have met many financial planners and have seen how they run their advisory practice. We also interact with many new financial planners who enter financial advisory profession with high dreams in their eyes. They complete their CFP and think they are here to make a killing, as advertised by Financial Planning colleges which are manufacturing CFP’s like anything.
Read MoreDownload & Checkout this Simple & Easy Do-it-Yourself Financial Planning Guide
Sadique Neelgund
June 14, 2013
Reading Time: < 1 minute Here is a very small, simple and easy to understand Do-it-Yourself Financial Planning Guide for consumers. This guide helps the investors to understand the components of financial planning with the help of basic concepts & terminology and a ready for action workings on top four goals / objectives of most individuals / families.
Read MoreIdeal Revenue Stream For Financial Planners Which Suits Clients As Well!
Sadique Neelgund
July 16, 2012
Reading Time: 5 minutes The financial planning profession is so exciting that I have found people jump into it without thinking twice. The perception of importance and respect associated with a financial planner vis-à-vis an agent selling financial products is so much that it is very easy to transform oneself mentally into this new avatar, in many cases, without properly internalizing the income potential additional responsibilities that naturally come to a financial planner.
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 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.
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