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 Super Efficient Planner – by Brijesh Dalmia

Brijesh Dalmia
Founder, Dalmia Advisory Services Pvt Ltd
November 14, 2014

Reading Time: 4 minutes “Hey there. I am a super efficient planner. I have worked hard and I know the best way to charge a reasonable fee. I have been through ups & downs and I have figured out my business model. I know my target segment and I know my growth path. I read decent and I learn every day…. do you wanna join me? ”

Brijesh Dalmia, founder of Dalmia Advisory Services Pvt. Ltd. shares his insights on what makes a Super Efficient Planner. Read on !

Read More

Categories

Tags

Advisors Advisory Practice behavioral finance Budget certified financial planner CFP client acquisition data gathering digital marketing Do it yourself estate planning ethical behaviour ethics Featured Fiduciary financial advisor financial advisors Financial Life Planning financial literacy Financial planner financial planning financial planning fees financial planning process George Kinder IFA IFAs IFA transition insurance life planning marketing michael kitces Mutual Fund mutual funds network fp annual conference 2011 practice management Regulation of Investment Advisors RIA risk management Sadique Neelgund sales SEBI SEBI Investment Advisor Regulations 2013 social media suresh sadagopan technology

Subscribe to ThinkTank

Network FP ThinkTank is an online professional journal with weekly articles written by India’s leading practitioners and thought leaders. Get articles directly delivered to your inbox. Over 12,000 already subscribed.
* indicates required