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.
Download Services Menu Card of a Financial Planner from USA – Excellent Clarity!
Sadique Neelgund
November 30, 2012
Reading Time: < 1 minute Here is a Complete Menu Card of a Financial Planner which he gives to prospects and clients before soliciting financial planning & wealth management assignments. This kind of service description along with rate card gives excellent clarity to both clients and planners and brings transparency in client-planner relationship. Download it and draft your own services card.
Read MoreEasiest way to make tough clients pay FP fees
Sadique Neelgund
February 21, 2011
Reading Time: 5 minutes Clients pay us when they see some concrete value in our services, we need to quantify the value in some way. Here is one of the ways to show prospects the value that we can bring to table. many people have a habit of procastinating and they know it – show prospective clients what they might loose by not getting a financial plan done “now”.
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