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.
8 Killer Myths that Financial Planners Believe in and its killing their Business
Nandish Desai
Partner-jagoinvestor.com
October 25, 2012
Reading Time: 7 minutes This article will talk about some of the myths, which most financial planners believe in ! These myths are destroying their business and stopping them from growing their advisory practice. Lets talk about them one by one.
Read MoreIntroducing Jagoadvisor Blog – 10 Inspiring Ways to Become a True Financial Planner!
Nandish Desai
Partner-jagoinvestor.com
October 24, 2012
Reading Time: 5 minutes This article was first published on JagoAdvisor, a blog for helping financial advisors run by Manish Chauhan & Nandish Desai of Jagoinvestor fame. Kindly visit JagoAdvisor to read more articles and subcribe to blog. Network FP wishes Nandish & Manish all the very best for Jagoadvisor initiative! If you are a personal finance professional, ask yourself – […]
Read MoreShare with Clients – Confessions of a Bank’s Relationship Manager
Sadique Neelgund
October 23, 2012
Reading Time: 6 minutes Here is an article which got published in Business Standard yesterday. It speaks about mis-selling that happens in banks and role of a relationship manager in the same. Altough we all know it, seeing it in black and white in a leading newspaper is quite revealing. Have a glance through it, you can also download the article in PDF just in case you feel like sharing it with your clients and prospects who should be aware of such things.
Read MoreSEBI Investment Advisor Regulations – The Draft
Sadique Neelgund
September 23, 2012
Reading Time: < 1 minute The Draft – SEBI Investment Advisor Regulations
Read MoreORGANIZE – either make your clients do it or offer it as a service!
Sadique Neelgund
August 17, 2012
Reading Time: 4 minutes We came across this nicely compiled list/article in a leading newspaper and thought of sharing it with you. Most of the clients are bad with organizing financial documents and securing them. This is either because they find it boring or don’t understand these documents or simply by human nature, they procrastinate.
Read MoreFinally regulations are coming! Now let’s get ready without wasting time…
Sadique Neelgund
Reading Time: 4 minutes SEBI has issued a circular yesterday with respect to measures its taking to revive mutual fund industry and introducing regulations for investment advisors. Here is the gist of what SEBI is trying to say and how we as financial planners should get ready for the new regulatory environment. I would like to thank Lovaii Navlakhi, MD, International Money Matter, Bangalore for offering his insights on the circular.
Read MoreSimple but powerful ideas to build life-long relationships with clients – Marc Freedman, CFP
Marc Freedman
President/CEO Freedman Financial CFP®
August 13, 2012
Reading Time: 5 minutes Imagine if your clients no longer called your office because they were scared about the economic environment, but instead called to refer their friends and neighbors to do business with your firm! Pretty powerful? Yes. Is it possible? Absolutely! What’s the secret? Marc Freedman, CFP Practitioner and President, Freedman Financial based in Boston, USA takes you through some simple, yet honest solutions to building life-long relationships with your clients and prospects.
Read MoreMerging or Partnering with a Fellow Planner is all about Commitment!
Sadique Neelgund
July 20, 2012
Reading Time: 5 minutes Since 2002 when I merged my practice with another 2 financial planners, I have been asked to speak or write about small practice mergers and management to planner groups around the world. My colleagues want to learn, not only about the search but also how we got the deal done, how we operate, how we get paid, what may lie ahead, and a host of other topics. I am thrilled to be asked to contribute to a few thoughts to my friends in India.
Read MoreIdeal Revenue Stream For Financial Planners Which Suits Clients As Well!
Sadique Neelgund
July 16, 2012
Reading Time: 5 minutes The financial planning profession is so exciting that I have found people jump into it without thinking twice. The perception of importance and respect associated with a financial planner vis-à-vis an agent selling financial products is so much that it is very easy to transform oneself mentally into this new avatar, in many cases, without properly internalizing the income potential additional responsibilities that naturally come to a financial planner.
Read MoreApplication of Financial Life Planning in Practice: A Personal Experience
Sadique Neelgund
July 4, 2012
Reading Time: 3 minutes Partha Iyengar, Founder of Accretus Solutions shares his experience of implementing Financial Life Planning Concept using Money Quotient Tools. He says “Since I embraced the practice of financial life planning, life has been truly rewarding for me and my clients”
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