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.
Atomic Advice Model – Build Your Practice the Way Doctors Do
Suresh Sadagopan
CEO, Ladder7 Wealth Planners Pvt. Ltd.
August 21, 2014
Reading Time: 4 minutes Do you still think that the Financial Planning practice is in the nascent stage? What are we doing to strengthen the profession? Moving to product based approach is the easiest thing that we all can do. To overcome the resistance on our fees and to grow our practice to the next level, we need to take incremental approach and be innovative the way we engage clients. In this article, Suresh Sadagopan, Founder, Ladder 7 gives an example of how a medical practitioner consults patient and gives pointers on how this Atomic Advice model can possibly be adopted for our practice.
Read MoreCFPs.. Don’t Look Down Upon Sales Jobs, Make it Work for You !
Suresh Sadagopan
CEO, Ladder7 Wealth Planners Pvt. Ltd.
March 25, 2014
Reading Time: 6 minutes Want to get into financial planning… need a good job after CFP where you can put the learnings to work… but finding the going really tough as most jobs are just sales jobs… What do you do?
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