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.
Why you should have Loan Advisory as a part of your practice?
Harsh Roongta
SEBI registered Investment Advisers
November 2, 2018
Reading Time: 2 minutes Have you ever considered expanding your horizon and improve your services with Financial Advisory ? Did you know that loan advisory can act as a value added service to your client as well as a source of data gathering to you. Every investor who comes to us for financial planning definitely requires assistance on his loan requirements and if we can assist him, he will sure stick with us for longer.
Read this article by Harsh Roongta to understand how you can include loan advisory services to ensure a holistic view for your clients.
Read More4 Most Powerful Ps for Financial Advisory Practice Management
Shalini Dhawan
Co Founder & Director
July 30, 2014
Reading Time: 4 minutes Shalini Dhawan, Co Founder of Plan Ahead Wealth Advisors explains how we can use elements of Proposition, Process, People & Plan for building a successful practic in financial planning. In this article she has many questions for us. Before you go build a value proposition, do you know who is your client? What’s your core competency? Do you have plan for yourself?
Read the full receipe for a successful practice in this article.
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