Humans are Pattern-Seeking Animals!

”To understand is to perceive patterns” – Isaiah Berlin

A very common trait in human behavior is we are addicted to analysis everything which results in an abandonment of common sense. Analyzing Human Behavior, instead of accepting it for what it is, often blurs our senses to the obvious and unquestionable facts which are staring us in the face. Read on to Amit Trivedi sharing his view on Patterns

Published on Mar 27, 2017 - Tags: , ,

Is Life only about being a Financial Advisor? Or is there more?

Is life only about being a financial planner, earning money, growing your business? Or is there more? Is true success only increasing sales and revenues? Or does life have a deeper meaning and purpose? True success is a life filled with happiness. Read on to know more about Yogesh Chabria Life Experience.

Published on Mar 20, 2017 - Tags: ,

Doing IAPs? Give Audience Your Best !

The effectiveness of Investor Awareness programs and its importance to our business is rarely disputed. Reason for not getting started could be, its difficult to get an opportunity. Why put so much effort and time for a social cause! Khyati Mashru tells us how customizing offering and walking the extra mile has helped her get good business from this activity. Read on to know more what she has to say about seven ways to ensure the effectiveness of Investor Awareness Programs & What we do Post IAP.

Published on Mar 06, 2017 - Tags: ,

Clients having children with special needs? Here is how to work with them. 

Catering to a niche leads to different set of learning. Jitendra Solanki shares his experience of financial planning for families with a special needs child which includes few of the aspects which financial planners have to consider while advising these families on their future.

Published on Mar 02, 2017 - Tags: , , ,

Planning to Launch a Fee-Only Practice? Watch Out…

Are you confused about fee-based advisory or AUM based advisory? You should watch this before taking final decision. Here are the wonderful insights from Rick’s Kahler interview & list of learnings as a fee-only practitioner by Amit Kukreja Founder, WealthBeing Advisors. Don’t miss the radio interview of Rick Kahler by Michael Kitces in the article and one exercise at the end of the article.

Published on Feb 22, 2017 - Tags: , ,

The First RIA Summit Experience!

SEBI had brought in a new participant four years ago and it has caused euphoria or heartburn depending on whom you asked.. Network FP decided to decode this new animal & organised RIA Summit. Animal Spirit did get unleased there! If you were not there and want to know more about the electric atmosphere in the room & what sent the adrenaline coursing through the veins, read Suresh Sadagopan’s account here.

Published on Feb 16, 2017 - Tags: , , ,

Fee for Advice is the journey which needs to be completed – SEBI

SEBI after its Board Meeting on January 14th released a Press Release which has brought a great relief to IFAs and Mutual Fund Distributors. Through this press release; regulator has acknowledged several ground realities like a need for co-existence of both advisory & distribution models, need for financial viability of advisory model, etc. Read on to know more about what might be the next step of SEBI and what next IFA’s should do by Sadique Neelgund, Founder of Network FP.

Published on Jan 16, 2017 - Tags: , ,

20 Questions to Ask Yourself for Building a Sustainable Business Practice

As client relationships are becoming more complex, it is important for the advisors to have access to systems policies at the click of a button to enable them to access critical information and connect with clients more effectively and meaningfully. Dilshad Billimoria, Director of Dilzer Consultants Pvt Ltd shares her views on How Process Systems and Procedures help build a thorough fiduciary practice.

Published on Jan 09, 2017 - Tags:

Subscribe to Network FP Thinktank

↓