With the advent of digital platforms, clients’ expectations from their financial planners are multi-fold. Planners must play the role of qualified individuals who can provide better solutions, especially when the client is taking services of banks, insurance agents, MF distributors, brokers, Chartered Accountants amongst others.
Most of the time, a financial planner works as a one-man army. This webinar aims to help you learn the principles that work as a foundation for establishing the financial planning practice, and as a financial planner how you can handle the challenges faced in establishing the practice. The webinar shall provide insights to position yourself as Financial Planner, make your client rate you as an established professional and pay commensurate fee as you build an all-weather portfolio to help meet their financial goals and change the relationship from transactional to value based.
Topics: 1) Expectations of clients from Financial Planners and how to position yourself as a Financial Planner 2) Raising yourself as a Financial Planner (Financial Planner Vs. Insurance / MF/Other advisors) 3) Foundation to build your financial planning business 4) Tools and formats that can help make you a successful financial planner 5) Why must a client pay you the best fee
About the Speaker Viplav Majumdar, CFP, is the founder of Planyourworld Training Academy Pvt. Ltd. He has coached numerous families in Financial Planning. In this webinar Viplav will share his learnings from his vast experience and how he handled the challenges to establish his business as a financial planner. Viplav worked as a faculty of the CFP Certification program in his early days and is also the author of E-book “How To Replace Salary With Alternate Pension In 5 Years”.
