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 MoreDo the current technology platforms match upto the advisor needs?
Suresh Sadagopan
CEO, Ladder7 Wealth Planners Pvt. Ltd.
April 29, 2013
Reading Time: 6 minutes Platforms and Technology is very important to doing business today. The tech providers should understand their role and assist advisors in their business, instead of thinking they are partnering with them and are business co-owners.
Read MoreSuresh Sadagopan’s Diary from FPA San Antonio 2012
Suresh Sadagopan
CEO, Ladder7 Wealth Planners Pvt. Ltd.
October 25, 2012
Reading Time: 5 minutes Suresh Sadagopan, Founder of Ladder 7 Financial Advisories accounts his experience of recent visit to San Antonio (Texas) to attend FPA’s Annual Conference and Network FP’s Study Tour.
Read MoreIn 2012 – Let’s make change work in our favour!
Suresh Sadagopan
CEO, Ladder7 Wealth Planners Pvt. Ltd.
January 10, 2012
Reading Time: 4 minutes Every now and then SEBI keeps changing regulations that affects advisory business. But these are to be seen as minor irritants and one needs to see how it can be surmounted. There seems to be options available… the situation is not all that bleak. Change is constant. We may like it or hate it. But, change is relentless. It is better to embrace change than to fight it. Let’s resolve in 2012 to make change work in our favour!
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