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.
20 Questions to Ask Yourself for Building a Sustainable Business Practice
Dilshad Billimoria
Director Dilzer Consultants Pvt Ltd: SEBI Registered Investment Advisor
January 9, 2017
Reading Time: 4 minutes As client relationships are becoming more complex, it is important for the advisors to have access to systems policies at the click of a button to enable them to access critical information and connect with clients more effectively and meaningfully. Dilshad Billimoria, Director of Dilzer Consultants Pvt Ltd shares her views on How Process Systems and Procedures help build a thorough fiduciary practice.
Read MoreHappy Client Engagements
Rohit Shah
Founder, Getting You Rich
January 2, 2017
Reading Time: 6 minutes We are sure, you would agree that one challenge we frequently face is how to demonstrate value in engagements. How to lead Happy Engagements? How does one set customer expectations and ensure delivery? Rohit Shah Shares beautiful thoughts. Read on for an insightful article “ The value of value” powered with relevant examples. And yes, don’t miss reading those stories inside till end.
Read MoreThe EVOKE Experience
Suresh Sadagopan
CEO, Ladder7 Wealth Planners Pvt. Ltd.
December 26, 2016
Reading Time: 8 minutes Suresh Sadagopan – Founder Ladder 7 Financial Advisories, writes about an experience of 5 days life planning EVOKE workshop by George Kinder. What happened in the workshop? What was his experience? How did he benefit? Read on to find out about all this & more.
Read MoreBNI – Your Salesforce
Yogita Dand
Chief Financial Planner at Svarasa Financial Life Planners LLP
December 21, 2016
Reading Time: 3 minutes Have you been considering joining BNI but have been dillydallying wondering if the huge cost would be worth your while? We bring you views as well as costing and tips on making a success of the plunge with BNI from Yogita Dand, While we invite you to read on to know about her journey with BNI we also look forward to hearing from you if you have had any experience both similar and a not so happy one with this format. Your comments are valuable for us.
Read MoreFee Model – If you don’t get it right in beginning, it will hurt later
Brijesh Dalmia
Founder, Dalmia Advisory Services Pvt Ltd
December 14, 2016
Reading Time: 2 minutes Are you always in dilemma on the fee model to adopt which can result in a win- win situation, for both you and the client. Brijesh Dalmia, Founder – Dalmia Advisory Services Pvt. Ltd., throws light on some relevant points to consider while freezing your fee model.
Read MoreWhy I transitioned my Entire Client Base to Direct Plans
Anup Bansal
Co-founder and Managing Director, Mitraz Financial
December 12, 2016
Reading Time: 4 minutes Anup Bansal, MD Mitraz Financial Services Pvt Ltd., writes about the reasoning and challenges in shifting his entire base to direct plans, do read on to know more and feel free to reach out to him by commenting on the article, he will respond on the website.
Read MoreOn whose side are you – Product Manufacturer or Product Buyer?
Sadique Neelgund
December 7, 2016
Reading Time: 4 minutes Three years down the line and the financial advisory fraternity in India is still sitting on the fence trying to figure out whether to become a SEBI RIA or not. Read on to know more about Devang Shah`s views on Fiduciary, SEBI RIA and its implications to industry and financial advisors
Read MorePeer to Peer Lending – Whats it all about?
Sadique Neelgund
November 30, 2016
Reading Time: 3 minutes Just over a decade ago, slowly and steadily, a financial revolution started in the west, which was soon to spread across the globe. P2P lending is one of the most disruptive financial innovation of modern times and is here to stay. Read on to know more about what exactly is P2P lending and why you need to watch out for it…
Read MoreRevisiting ‘The Granny Rule’
Jayant Pai
Head - Marketing, PPFAS
November 28, 2016
Reading Time: 5 minutes As a Personal Finance Advisor, we talk about Long Term investing to our clients but do we follow it in our Practice? Read on to find out what Jayant Pai, (CFPCM), Head – Marketing, PPFAS Mutual Fund says about Delayed Gratification and what we as Personal Finance Advisors should consider.
Read MoreNominee doesn’t necessarily mean successor!
Priyesh Sampat
Financial Wellness Coach & Succession Consultant
November 22, 2016
Reading Time: 4 minutes Court verdicts sometimes tend to create more confusion than clarity. More so when it concerns areas like Estate Planning, which most of us only skim through. Read on to know how Priyesh interprets one of the verdicts concerning transfer of Real Estate by Co-Op Society.
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