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 world.

Use FP Pyramid to prioritize goals for confused souls

Sadique Neelgund
February 20, 2011

Setting and prioritizing goals is a very critical step, client’s expectation from a financial planner depends on this step and helps you both to be on a common page. Usually clients talk about primary goals but when you expose them to Financial Planning Pyramid approach, they understand the bigger picture of financial planning and also differentiate you from other financial intermediaries.

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I took up FP because I failed bigtime at HDFC & Citi

Sadique Neelgund
February 15, 2011

I am often asked by my friends, family and associates how did I venture into this new field of financial planning. Unlike many in this profession now, my entry into Financial Planning has been by chance rather than by transition.

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