Network FP Thinktank

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.

The Why, How & What of ‘Institutionalization of Advisory Practice’

Sadique Neelgund
September 17, 2014

Reading Time: 7 minutes Trust is a fundamental trait that forms the relationship between a Financail Advisor and a client. Since traits like Value, Confidence and Trust are intangible and as the moment of truth is possibly years later, how can a financial advisor inspire the client today? Faizal Baig, Managing Director at Pulse Labs Research & Technology Solutions Pvt Ltd suggests that Institutionalization of Advisory Practice is one way to bring clarity to your thoughts, direction, focus and efforts. This will help to get the clients feel the same way about our offerings.

In this article, Faizal gives number of examples and advises on revenue model & value proposition aspects and why, how and what of the process elements that an advisor should focus on.

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