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.
Trust is precious ‘Commodity’
Srikanth Bhagavat
Managing Director & Principal Advisor, Hexagon Wealth
August 30, 2018
Reading Time: 2 minutes When in doubt, whom would you look up to. When the chips are down, Who would bail you out. When in dilemma of advise whom would you reach out to. The answer to all these questions is some one you TRUST. Is it that simple to build trust.. Does it happen overnight. Read this article to understand a new innovative way of building trust the hexagon way.
Read MoreRamayana and the Life of a Financial Advisor
Sadique Neelgund
August 24, 2018
Reading Time: 3 minutes We all know the story of Ramayana and how it has inspired us in our real lives. Have you ever thought it could also impact our financial lives and our relationship with our investors? Read on to understand how this story fits like a jigsaw puzzle in your profession.
Read MoreNo Strings Attached
Sadique Neelgund
August 17, 2018
Reading Time: 4 minutes In a “YES SIR” world, its common practice to toe the customer. However, is there any way to possess “no strings attached” attitude and still be heard? Read on to let loose your professional shackles. Do share your views on the same.
Read More5 Ways For Building Trust With Clients For Better Conversion
Sadique Neelgund
June 29, 2018
Reading Time: 4 minutes It’s very essential to gather trust of the client. While building trust happens over the years, a simple process can help you delve into their personal and life goals. Read this article written by Brijesh Parikh on how to build trust with clients for better Conversion and Creating an Exit Barrier for your Clients.
Read MoreHow To Convey Value Proposition Of Advisory To Clients?
Kalpesh Ashar
Founder, Full Circle Financial Planners & Advisors
June 21, 2018
Reading Time: 3 minutes Most of us keep thinking on ‘How to convey the value proposition of advisory services to our clients’ and keep looking for external resources to do so, while at times the actual resource might be within us. Here’s a simple and interesting article ‘Satyam Saralam Spashtam’ by our ProMember Mr. Kalpesh Ashar with his Bollywood tadka to it!
Read MoreEmployees Are First Level Customers
Dilshad Billimoria
Director Dilzer Consultants Pvt Ltd: SEBI Registered Investment Advisor
June 15, 2018
Reading Time: 2 minutes Do you plan to build a Team? Or if you already have a team, how do you ensure they stay with you for long? Employees are the most important assets of every organisation. They are the backbone on which lays the strong foundation of the company. The question is: Are we taking good care of our employees, their well-being, and growth? Read this thought-provoking article to understand the nuances.
Read More16 Debt Fund Categories: Simplified ‘To Do’ for You
Joydeep Sen
WiseInvestor
June 7, 2018
Reading Time: 3 minutes Have debt funds as a category always been something that you avoid delving too much into? Especially when the new SEBI mandate has just increased the number to 16 categories within debt itself. Here’s an article that will help you understand debt funds in current scenario little better and what you should do…
Read MoreThe Unique Ability of Mind Maps
Yogin Sabnis
VSK Financial Consultancy Services Pvt. Ltd.
June 1, 2018
Reading Time: 5 minutes Do you find it difficult to make your client understand financial planning Concepts? If you want to simplify your customer needs or financial planning you can always make use of MindMap. It has the unique ability to simplify, leaves a lasting impact on individual minds, helps to collate things easily and communicates instantly. Read on to know more on How MindMaps are useful in simplifying and organizing loads of information.
Read More13 Ways to Generate Quality Leads
Taressh Bhatia
Financial Freedom Specialist
May 25, 2018
Reading Time: 3 minutes Amongst the multiple ways to grow your business, one key method is leads. While leads can be bought openly from the market, getting quality lead is a challenge. Read this article to Learn new ways to generate more and more quality leads to grow your business.
Read MoreNew Scheme Names, New Investor Concerns: What Should You Do?
Amit Trivedi
Owner, Karmayog Knowledge Academy
May 18, 2018
Reading Time: 4 minutes While the new initiative by SEBI on scheme re-categorisation adds a bit of confusion to everyone’s life, here’s an article that clarifies all your queries and shows you how to smoothen your way ahead in this new regulatory change by Amit Trivedi
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