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.
Engaging clients beyond portfolio
Rohit Shah
Founder, Getting You Rich
October 26, 2021
Reading Time: 3 minutes Once upon a time, many advisors used to be worried that clients would abandon me if they are not happy with the portfolio returns. Because of that the advisors were paranoid and would focus only on returns, returns & returns. Because of that, the clients would also focus only on returns, returns & returns. Until […]
Read MoreThe 5 Step Recipe – for reasonable profits & consistent growth !
Rohit Shah
Founder, Getting You Rich
March 19, 2019
Reading Time: 2 minutes Every Business requires a plan on How it functions. How do we scale up and still maintain quality such as to make reasonable profits, consistently and years after years? The answer lies in the recipe of delivering the financial plan. So here is the 5 step recipe that’s working for Rohit Shah. Read this article to find out how!
Read MoreHappy Client Engagements
Rohit Shah
Founder, Getting You Rich
January 2, 2017
Reading Time: 6 minutes We are sure, you would agree that one challenge we frequently face is how to demonstrate value in engagements. How to lead Happy Engagements? How does one set customer expectations and ensure delivery? Rohit Shah Shares beautiful thoughts. Read on for an insightful article “ The value of value” powered with relevant examples. And yes, don’t miss reading those stories inside till end.
Read MoreFinancial Planners – step back and laugh once in a while !
Rohit Shah
Founder, Getting You Rich
December 27, 2013
Reading Time: 5 minutes Many a times financial planners take finance and investing too seriously. Rohit Shah, Financial Planner and CEO, Getting You Rich takes some digs at the profession, clients, prospects, SEBI himself. Just step back and laugh it out for a change.
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