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:

Happy Client Engagements

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.

Published on Jan 02, 2017 - Tags:

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 - Tags: ,

BNI – Your Salesforce

Have you been considering joining BNI but have been dillydallying wondering if the huge cost would be worth your while? We bring you views as well as costing and tips on making a success of the plunge with BNI from Yogita Dand, While we invite you to read on to know about her journey with BNI we also look forward to hearing from you if you have had any experience both similar and a not so happy one with this format. Your comments are valuable for us.

Published on Dec 21, 2016 - Tags:

Fee Model – If you don’t get it right in beginning, it will hurt later

Are you always in dilemma on the fee model to adopt which can result in a win- win situation, for both you and the client. Brijesh Dalmia, Founder – Dalmia Advisory Services Pvt. Ltd., throws light on some relevant points to consider while freezing your fee model.

Published on Dec 14, 2016 - Tags: , , ,

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