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.
The EVOKE Experience
Suresh Sadagopan
CEO, Ladder7 Wealth Planners Pvt. Ltd.
December 26, 2016
Reading Time: 8 minutes 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.
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”
Read More3 Questions that make financial planning meaningful – Answer them now!
Sadique Neelgund
May 28, 2012
Reading Time: 3 minutes Last year at FPA Annual Conference in San Diego we were exposed to Financial Life Planning. We had organized for the Indian Delegation a Life Planning workshop by Lisa Kichenbauer, a Registered Life Planner (RLP) and Financial Planning practitioner. During the course of workshop… she gave us a simple assignment which Life Planners ask their clients to dig out the underlying values, deeper emotions and aspirations of their life.
Read MoreThe seven stages of money maturity…At which stage are you & your clients?
Kiran Telang
May 17, 2012
Reading Time: 4 minutes George Kinder’s idea behind the book “Seven Stage of Money Maturity” is that people need to understand their relationship with money to be at peace. In his words ‘Money can be seen as the place where our internal selves engage the external world. If either side-internal or external, self or money is slighted, the whole life suffers’. The author has extensively used literature, Buddhism and the concept of Chakras in developing the seven stages of money maturity. So what exactly are these seven stages? And what stage do you and your clients fall in?
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