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.
Give Your Clients these 6 Reasons to Refer You More
Stephen Wershing
The Client Driven Practice
February 19, 2019
Reading Time: 2 minutes We all love referrals, don’t we? A significant part of our business model revolves around these referrals.
All this time we have been asking for referrals from our clients. How would it sound if your clients directly share referrals without even asking for it? Sounds Fantastic, isn’t it? The question is: How and Why would a client share a referral with you?
Read this article by Stephen Wershing the author of, Stop Asking for Referrals, who has given us some simple pointers on how to get Referrals from your clients, without asking for it!
Read MoreKey Takeaways from Network FP National Conference 2019
Gajendra Kothari
MD & CEO, Etica Wealth Management Pvt Ltd
February 12, 2019
Reading Time: 5 minutes Conferences can be overwhelming. Being bombarded with so much information can’t be easy. After every Conference, Question yourself: What did I learn today? What is my Takeaway from this which I can use in my practice?
It’s not even one month since we have concluded our 8th Annual Conference, for those who attended this is a refresher course and the one’s who missed the conference here are the Key Takeaways. Read this article by Gajendra Kothari, co-chair of the conference who has pen down the highlights of each session.
Read More3 Steps for Financial Advisors to Scale Beyond 100!
Shailendra Kumar
Co-founder - FinAtoZ.com
February 5, 2019
Reading Time: 2 minutes A stage comes when your company grows out of your personal capacity to handle customers on a one on one basis. Normally most of us max out at around 100 customers. If you need to scale beyond 100, in this highly relationship-oriented domain, you need to ensure stream lined processes and a very well-trained staff to consistently deliver the same value as you have set out to deliver initially. Read this Article by Shailendra Kumar on how some simple points that can help you Scale up Beyond 100!
Read MoreHow To Manage Data Confidentiality And Security?
Sadique Neelgund
November 22, 2018
Reading Time: 5 minutes We have started embracing online client engagements but we are still exploring how to protect the client’s sensitive information. Read this informative article to know the concepts of data security, business continuity plan, and a disaster recovery plan written by Yogendra Joshi.
Read MoreWhy 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 MoreKey Scenarios You Need To Know About The Dematerialisation
Neeraj Bahal
Founder, Fasttrack Financial Planners
October 19, 2018
Reading Time: 4 minutes Have you conveyed to your investors about the compulsory Demat of Physical Shares? Are you aware of the process in respect to different scenarios that your client may face? To know more and get some idea about the same, go through this article by Mr.Neeraj Bahal who has consolidated some important pointers on the dematerialisation of Physical Shares.
Read MoreHelping You on How To Handle Women Investors better
Sadique Neelgund
October 12, 2018
Reading Time: 3 minutes When it comes to investing, women investors are class apart. Having every expense value at the tip of their tongue makes financial planning easier. They understand budgeting and prioritising very well. Read through this fantastic article by Tejal Gandhi to understand the challenges faced by different age groups of women and how you can overcome them. Also, share your experience in the comments section
Read MoreWho do you want to be- Narayan or the Narayani Sena?
Amit Trivedi
Owner, Karmayog Knowledge Academy
October 5, 2018
Reading Time: 2 minutes The great thing about re-telling / re-reading stories from the epics is that they offer importance of wisdom, depending on what you need at the time. Have you ever thought it could also impact our Financial lives? Read the article to know how imperative it is to have a Financial Adviser like Krishna in our life, one who cannot be replaced very easily.
Read More7 Ways for IFAs to Boost Your Income!
Sadique Neelgund
September 25, 2018
Reading Time: 4 minutes SEBI has announced reductions in MF TERs and upfronts. This has led to negative discussions amongst financial advisors. Experts are predicting an income loss of around 15 %. And newcomers questioning the viability of being a financial advisor.
Sadique Neelgund, Founder, Network FP has written this article to address the current situation being faced by financial advisors and ways to overcome it.
Read on… we hope you find it useful.
The Value of Experience
Neeraj Bahal
Founder, Fasttrack Financial Planners
September 21, 2018
Reading Time: 3 minutes Learning is a fire that ignites passion which drives us towards our destiny. But keeping an open mind to learn from another professional is a value addition to life. As the famous quote says if you and I have an apple and if we exchange it, we’ll both have 1 apple. But if I have an idea and you too have an idea and we exchange it, we both have 2 ideas. Read this superbly crafted article by Neeraj Bahal to understand learning can come from any corner to guide us.
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