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.
Handling Objections While Discussing Child’s Education
Deepesh Mehta
Founder & Chief Consultant, Happy Investor Finserv LLP
February 1, 2022
Reading Time: 3 minutes Most families believe that their biggest dream is to do their best for their children! As parents, the birth of a child is special, and through the child’s entire growing period, distinct memories delight them. They care for their child, right from the first crawl to his or her confident walk. These moments bring joy […]
Read MoreHow to build a strong SIP Book to grow your business
Deepesh Mehta
Founder & Chief Consultant, Happy Investor Finserv LLP
October 5, 2021
Reading Time: 3 minutes A professor wanted to explain the concept of simplicity to his students. The professor asked, “how do you eat an elephant?” The students were divided into groups to discuss this problem and find a solution for the question asked by the professor. A different group of students had different views. Some questioned the professor,” How […]
Read MoreAre you adding value to clients with kids?
Deepesh Mehta
Founder & Chief Consultant, Happy Investor Finserv LLP
October 18, 2019
Reading Time: 3 minutes In the course of advising on financial matters, we often end up sliding into the role of a guide, financially and otherwise. We experience clients coming up to us and asking for our opinion on matters and decisions that aren’t necessarily financial directly. In such cases we become responsible for their life decisions. While this is a position of great privilege, it is also one with supreme responsibility. So, it is out duty to impart advice that goes above and beyond routine and generic tips. This week, Deepesh Mehta tells us in what ways we could add value while helping clients plan for their childrens’ future.
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