Network FP Thinktank

The Communication Checklist: Your key to winning over clients!

Kalpesh Ashar

Founder, Full Circle Financial Planners & Advisors

May 16, 2019

Reading Time: 3 minutes “Love at first sight”, “the first impression is the last impression”…. why is there so much importance given to the first interaction? The reason is that it forms a base for how the other person perceives us, how we communicate with them in direct and indirect ways what we know, what we want, what we can offer and who exactly we are. Kalpesh Asher shares with us a concise but powerful checklist of dos and don’ts for us to keep a regular check on our communication skills. So, go ahead, take a print, and put this up next to your to-do list and see the results yourself.

Social Media: The Business Strategy Need of the Hour

Viral Bhatt

Founder, Money Mantra

May 7, 2019

Reading Time: 4 minutes We live in a digital age where every day, more and more things are going “online”. One may debate about the influence of social media on all aspects of our life today but one certainly can’t deny it. The financial advisory business too is one that has already begun to feel the need for using modern digital-age tools for reaching out to a wider potential clientele and sustain the practice in a fiercely competitive field. Mr. Viral Bhatt who uses his social media extensively in his own practice shares some much-needed insights about “Why” and “How” to use social media effectively for expanding your Business.

What is the best way to have the,  Retail Segment Invest with you?

Sharan Patil

Entrepreneur,Investor & Educator

May 3, 2019

Reading Time: 2 minutes If someone asks us, “who is the ‘ideal’ client for you?”, majority of us will instinctively say a client who falls in the high income or HNI category. The blue chips of our client base. While this rationale is not illogical, it often leads us to overlook the entire middle class, growing income group of clients. In this article, Sharan Patil shares his insights on how to target this segment and make them the brand ambassadors of your Business.

A time tested, sure shot process for continuously acquiring clients!

Bhuvanaa Shreeram

Certified Financial Planner, Plan2Prosper

April 26, 2019

Reading Time: 2 minutes We often forget that regardless of how good we are at our craft, we cannot make a living out of it till we have a market for it. We might not always have a ready market for it and may have to create one.

In this Article, Bhuvana Shreeram talks about her journey of acquiring clients and shares tips on how with some simple ways we can all attract constant better client prospects!

The Risk for Financial Advisors

Aakash Bansal

Co Founder and CEO at Mercury Financial

April 19, 2019

Reading Time: 6 minutes Risk is nothing but the possibility of something not turning out as expected. While we take risk management for our clients very seriously, we often don’t realize that our practice and us are also susceptible to various risks. One such risk is the risk of changes in regulations that our professions is bound by.

Here is a walk down the memory lane explained by Akash Bansal, overviewing how regulations in the investment advisory business has evolved over time and some handy tips to make sure we can embrace these changes smoothly!

A Complete Analysis on the Current Crisis in Debt Markets

Sunil Jhaveri

Founder - MSJ MisterBond Pvt Ltd An Advisor 2 Advisor - B2B Platform

April 12, 2019

Reading Time: 4 minutes How often do we advisors find ourselves at a loss of words to explain a financial markets related crisis to our clients?

And when it comes to debt market-related situations, it is even more complicated!

Here’s an insightful dissection by Sunil Jhaveri, MisterBond about the current crisis that hit our debt markets – The exposure of certain FMPs to the Zee Group and it’s repercussions, Read this article to make sure this discussion is a little more meaningful.

How to Acquire Clients through Email Marketing?

Jigar Parekh

Director at Anchoredge

March 26, 2019

Reading Time: 2 minutes Acquiring more clients! This is always one of the top goals for any advisor. So how does one become a prospecting machine? How do you acquire more clients without cold calls? We have often heard about Email Marketing, but how do you put it into practice? Read this article by Jigar Parekh who has given 3 simple steps on how to acquire clients through Email Marketing.

The 5 Step Recipe – for reasonable profits & consistent growth !

Rohit Shah

Founder, Getting You Rich

March 19, 2019

Reading Time: 2 minutes Every Business requires a plan on How it functions. How do we scale up and still maintain quality such as to make reasonable profits, consistently and years after years? The answer lies in the recipe of delivering the financial plan. So here is the 5 step recipe that’s working for Rohit Shah. Read this article to find out how!

How to Ensure you Minimize your Client’s Claim Rejection?

Dinesh Jain

March 12, 2019

Reading Time: 5 minutes We all know, that the Jan Feb March months for the Indian Financial Market is a key. While insurance businesses are picked up to meet targets or to save taxes, as Financial Advisors it is our duty to guide the investors well on the entire process of buying insurance. A small mistake in the excitement of gaining business can lead to bigger problems in the future. Read this article nicely penned by Mr. Dinesh Jain, to understand the entire process of buying insurance with proper due diligence to ensure happy clients with lesser claim rejection.

4 Ways to make every day, A Super Productive Day!

Mukul Agarwal

Founding Partner at Circle Wealth Advisors P. Ltd.

March 5, 2019

Reading Time: 3 minutes All of us would love to be happy every day, but is this possible? Why not? Happiness is defined and decided by you. Mukul Agarwal has jotted down a beautiful article, on how he makes his every day a Super Productive one, read this article on NetworkFP ThinkTank to find out how you can do it too!