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.
3 Questions To Open Up Clients
Pankaj Gera
Founder, Gera Wealth Creators Pvt. Ltd.
December 28, 2021
Reading Time: 4 minutes The journey to a lifelong relationship with a client begins with our first interaction, just as in a marriage, both parties– prospect and planner – evaluate each other with the objective of establishing a lifelong relationship. Typically, in product sales, it is said that sales happen in the first 5 seconds whereas in our profession […]
Read MoreWhat I realised from my hospitalisation due to Covid-19
Pankaj Gera
Founder, Gera Wealth Creators Pvt. Ltd.
May 11, 2021
Reading Time: 6 minutes Mr. Pankaj Gera kindly shared with us a very personal experience of himself and his family with Covid-19 and shared some learnings that he was able to draw to the situation and related to his practice too that has not only made him think about what truly matters in life and work, but will also […]
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