Suresh Sadagopan

Suresh Sadagopan

FounderLadder7 Financial Advisories

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The EVOKE Experience

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.

Published on Dec 26, 2016 - Network FP Thinktank - Tags: ,

A trip to the Land of Milk & Honey… Dairy of a Financial Planner

Personal Finance is not an engaging subject – definitely not for our clients. But we keep bombarding them with articles, snippets, newsletters etc. on finance. Clients don’t even open emails after a point, as it is mind-numbingly boring. Suresh started writing non-finance blogs and has got an excellent response… he says clients love it. He writes trip diaries, travelogues, book reviews, movie reviews which he sends to clients. You can do that too.

This American trip diary of Suresh Sadagopan is one such piece where he shares his travel experience around attending financial planning conferences in USA in September 2016. We hope you like it and get inspired to write and share some non-finance stuffs with your clients and followers. It’s an interesting piece… enjoy the read. 

Published on Nov 10, 2016 - Network FP Thinktank - Tags: ,

RIAs will have access to MF Direct Plan feeds

Suresh as a SEBI RIA recommending Direct Plans took the initiative to write to CEOs of 17 MFs, AMFI, Karvy & SEBI with regards to issues faced by RIAs in getting the information of clients’ investments in MF Direct Plans. Here is an update from his interactions w.r.t Direct Plans feeds and issues.

Published on Sep 07, 2016 - Network FP Thinktank - Tags: ,

Different strokes for different folks!

Suresh Sadagopan CFP is the founder of Ladder7 Financial Advisories, which is a Fee based Financial planning firm since 2004. Suresh Sadagopan was on the board of directors at FPSB India between 2013-15, the certifying body for CFP Certification in India. He is also the Founder President of The Financial Planners’ Guild, India, a premier organisation for practising financial planners formed to spread financial planning awareness as well as assist members to be some of the best in business.

Published on Aug 31, 2016 - Network FP Thinktank - Tags: , , ,

Atomic Advice Model – Build Your Practice the Way Doctors Do

Do you still think that the Financial Planning practice is in the nascent stage? What are we doing to strengthen the profession? Moving to product based approach is the easiest thing that we all can do. To overcome the resistance on our fees and to grow our practice to the next level, we need to take incremental approach and be innovative the way we engage clients. In this article, Suresh Sadagopan, Founder, Ladder 7 gives an example of how a medical practitioner consults patient and gives pointers on how this Atomic Advice model can possibly be adopted for our practice.

Published on Aug 21, 2014 - Network FP Thinktank, The Larger Picture - Tags: , , ,

CFPs, Let’s Stop the Blamegame and Take the Lead !

Suresh Sadagopan analyzes challenges being faced by CFPs and offers his thoughts on how we should go about establishing the CFP profession. He questions the fraternity – It is strange to see the amazing reluctance of those in Financial Planning community to participate wholeheartedly & evangelize the merits of the profession and communicate the benefits to the public at large… What are we waiting for?

Published on May 13, 2014 - Network FP Thinktank, The Larger Picture - Tags: , ,

Should You Stay as a ‘Single Advisor’ or Scale Up as a ‘Full Service Firm’

Suresh Sadagopan summarizes good and not so good parts of two popular business models for investment advisers i.e. Practicing Professionals vs. Full Service Firms. Whether you are an Individual adviser or a firm, he has tips for you. Read On!

Published on Apr 08, 2014 - Network FP Thinktank, The Larger Picture - Tags: , ,

CFP Career… From the depths of despair?

You have done your CFP Certification and are finding it difficult to get a job? You were told that once you complete the certification, you can get easy placements with charter members? You are finding that most people have not heard of CFP certification? You are hearing that practicing in this area is very difficult?

Published on Mar 12, 2014 - Network FP Thinktank, The Larger Picture - Tags: , ,
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