FPGI conducted its first public workshop for Financial Planners in New Delhi – topic was “How to set up a viable Financial planning Practice”. Full day workshop was conducted by Mr Suresh Sadagopan & attended by 25 planners.
Workshop Structure
- The Environment today
- Getting into the practice
- Client acquisition
- Making the practice sustainable…
Workshop Pics
What do Participants say about the workshop?
|
Participant |
Key takeaways |
On trainer and workshop |
| Amit Kukreja | Entrepreneurial traits, FP models, caveats & customers to watch out for | Awesome |
| Naveen Mishra | Proper mind-set to make financial planning practice a real event | Up to the mark and trainer is good |
| Amal Magazine | Handling remote location clients and assert more on fee | Wonderful interaction |
| Saket Manocha | Eye opener about setting up of practice | Great inputs from experience |
| J Vijay Toppo | Excellent, knowledgeable and practical | |
| Anil Kr Koul | Excellent. Down to earth but nevertheless learning from experience & situations on ground | Great. I am looking forward for more such workshops |
| Suresh Kr Narula | Attitude towards financial planning & interaction with other planners | Excellent and trainer is not good, but the best |
| AkshatSatyendra | Financial planning environment today, problems / issues and solutions, useful tips | Good initiative by FPGI, excellent presentation |
| Narendra Singh | Client management | Excellent, given good insight of fee-based advisory business |
| Rajesh Uppal | Good | |
| Rajasekhara Reddy | Very practical oriented with all required inputs for setting up an independent practice | Very useful. Sharing of experience is very helpful |
| Neeraj Chauhan | Lots of insight | Good & valuable inputs on establishing practice |
| Puneet Oberoi | Lots of inputs regarding charge model | Good one |
| Amit Suri | Learning from his experience | It was worth attending and taking away valuable inputs |
| Amit Roda | Many things | Good |
| Rahul Mehrotra | Overall a good workshop with scope for improvement in content | |
| Lovejeet Dhuria | It is effective | |
| Prashant Rathi | Fee setting rationale, future prospecting of financial planning as a profession, demystified | Inspiring, real life instances shared honestly |
| Ravi Kant Sharma | Through this program, I am able to understand about field of financial planning and how to make and sustain clients in current scenario | No doubt the trainer is very good |
| Hemant Beniwal | Have proper plan for your practice. Have proper systems and processes. | Superb |
| Jitendra PS Solanki | An understanding on client prospecting.What not to do in setting up your practiceInputs on services level offered to financial planning clients | A very good presentation with indepth knowledge on financial planning business |
| ManikaranSinghal | Thorough understanding on this issues | Brilliant speaker, excellent knowledge and wise person |
| Manish Jain | It’s all up to YOU.Change and adapt with prevailing circumstances & learning’s from client behaviour | Articulate and frank |
We would like to thank everyone who attended this program.