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.
How to distribute 60% of your time in prospecting for clients?
Bhuvanaa Shreeram
Certified Financial Planner, Plan2Prosper
August 18, 2017
Reading Time: 5 minutes If you hate your business, you can afford to hate Sales! Sales usually don’t get the importance it deserves. Read on for an interesting perspective from a seasoned professional Bhuvana Shreeram on how to distribute 60% of your time in prospecting for clients.
Read MoreIs Life only about being a Financial Advisor? Or is there more?
Yogesh Chabria
Founder, The Happionaire®
March 20, 2017
Reading Time: 4 minutes Is life only about being a financial planner, earning money, growing your business? Or is there more? Is true success only increasing sales and revenues? Or does life have a deeper meaning and purpose? True success is a life filled with happiness. Read on to know more about Yogesh Chabria Life Experience.
Read MoreConvert your Prospects into Clients in 10 mins – 6 secrets revealed !
Sadique Neelgund
September 25, 2013
Reading Time: 9 minutes Manish Chauhan at Jagoinvestor has dealt with various kind of clients from different parts of India and NRI’s from abroad. In this post, he shares with advisors some open secrets which they have learnt over the years about converting prospects into clients. They are not fancy secrets, but some basic lessons but often ignored by financial planners or investment advisors. These basic learning’s will help you while dealing with a new prospect, and chances of his/her becoming your client will increase considerably.
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