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.
Convert your Prospects into Clients in 10 mins – 6 secrets revealed !
Sadique Neelgund
September 25, 2013
Reading Time: 9 minutes Manish Chauhan at Jagoinvestor has dealt with various kind of clients from different parts of India and NRI’s from abroad. In this post, he shares with advisors some open secrets which they have learnt over the years about converting prospects into clients. They are not fancy secrets, but some basic lessons but often ignored by financial planners or investment advisors. These basic learning’s will help you while dealing with a new prospect, and chances of his/her becoming your client will increase considerably.
Read MoreWe Need a National Level Powerful Body for Financial Planners / Advisors
Karthik Jhaveri
Director
September 10, 2013
Reading Time: 3 minutes It is nice to see so many associations taking shape across the country. Congratulations to all of us for coming together. Superb movement! On a local level there is much to gain for members of such bodies and associations; however on a larger level for all of us as an industry we need something larger. Kartik Jhaveri feels we need something even more powerful and makes a case for it.
Read MoreREFRAME, REFRAME and REFRAME – Happy Independence Day!
Kanak Jain
August 15, 2013
Reading Time: 5 minutes Everything is the outcome of an idea. Say, if you were to look around and observe for a moment you’d be more aware that everything is the result of an idea. Talking about ideas is easy, coming out with an idea is even easier. Everything is easy in fact. Its all in the mind. We need to simply do one thing and that is… REFRAME , REFRAME and REFRAME. All ideas are a result of fantastic re-framing.
Read MorePower of Subconscious Mind in Investor’s Risk Tolerance & Risk Taking Capacity
Dilshad Billimoria
Director Dilzer Consultants Pvt Ltd: SEBI Registered Investment Advisor
August 12, 2013
Reading Time: 5 minutes There are many questionnaires and software’s available in the market today to measure risk tolerance; but the human mind feasts on irrationality and sometimes, the logic of a well laid out set of questions, graphs, and plans falls in the flush.
Read More7 Lessons Financial Planners Should Learn from Milkha Singh!
Sadique Neelgund
July 30, 2013
Reading Time: 4 minutes Milkha Singh shared his true story to production team of movie and got involved in making.This movie is perfect example showcasing “Hard work, Willpower and Dedication” of common man to become a successful athlete.
Read More4 mistakes a new financial planners make and destroy their future
Manish Chauhan
Author and Founder at Jagoinvestor,com
July 3, 2013
Reading Time: 7 minutes Over the last 5 yrs , Me and Nandish have met many financial planners and have seen how they run their advisory practice. We also interact with many new financial planners who enter financial advisory profession with high dreams in their eyes. They complete their CFP and think they are here to make a killing, as advertised by Financial Planning colleges which are manufacturing CFP’s like anything.
Read MoreDownload & Checkout this Simple & Easy Do-it-Yourself Financial Planning Guide
Sadique Neelgund
June 14, 2013
Reading Time: < 1 minute Here is a very small, simple and easy to understand Do-it-Yourself Financial Planning Guide for consumers. This guide helps the investors to understand the components of financial planning with the help of basic concepts & terminology and a ready for action workings on top four goals / objectives of most individuals / families.
Read MoreExtremely Useful Application – Use an Online Password Manager!
Gajendra Kothari
MD & CEO, Etica Wealth Management Pvt Ltd
June 8, 2013
Reading Time: 3 minutes Recently I shared this fantastic application with our clients through our newsletter and I thought it will equally useful to financial planners & advisors. So here is one online application which I certainly believe will change yours and your clients experience as far as their digital life is concerned – LastPass: An Online Password Manager
Read MorePeople need to invest beyond property and gold
Dilshad Billimoria
Director Dilzer Consultants Pvt Ltd: SEBI Registered Investment Advisor
May 17, 2013
Reading Time: 3 minutes Asset allocation is the most important in a portfolio to ensure that an average return on the basket of assets has been achieved which is above inflation! Low customer awareness and lack of financial literacy is one of the biggest roadblocks of channelizing savings in mutual funds and equities.
Read MoreThey’d Rather Spend than Save, But Gen Y Is Your Future
Sadique Neelgund
May 9, 2013
Reading Time: 2 minutes While Generation Y controls a mere fraction of the country’s total net worth, its members are widely considered the future of financial planning. As a result, advisors are paying particular attention these young adults.To capture some of that growing wealth, advisors from around the country are beginning to reshape their practices to accommodate and attract this rising generation.
Read More