Expectations of Clients from Financial Planners and How to position yourself as a Financial Planner

An Exclusive Live Webinar By Mr. Jitendra Solanki, CFP, RIA

Date: 20th May, Saturday

Time: 11:30 AM

As a financial planner, it's important to understand the expectations of clients so you can position yourself to meet their needs effectively. Here are 10 common expectations of clients from financial planners and tips on how to position yourself accordingly

• Understanding of various financial products and strategies, as well as the ability to provide informed and unbiased advice
• Understand their unique financial goals, needs, and challenges and provide customized advice
• Transparent and honest about their fees, conflicts of interest, and potential risks associated with different investment strategies
• Commitment to building long-term relationships and helping them achieve their financial goals
• Accessible and responsive & proactive in following up with clients to ensure their needs are met

Overall, the key to positioning yourself as a successful financial planner is to understand your clients' expectations and needs and tailor your services accordingly. By building strong relationships, providing personalized advice, and demonstrating expertise and transparency, you can build a loyal client base and help your clients achieve their financial goals over the long term.

How to position yourself as a financial planner

• Obtain the necessary education and certification
• Build a strong professional network
• Develop a niche
• Build a strong online presence
• Provide unmatched customer service
• Stay up-to-date with industry trends

Join us on 20th May (Saturday) | @11:30 AM for a detailed session on Expectations of Clients from Financial Planners and How to position yourself as a Financial Planner with Jitendra P.S Solanki, Author, RIA, CFP, CTEP with more than 15 yrs of experience in the financial industry

Speaker

Jitendra P.S.Solanki, Author, RIA, CFP, CTEP

• Director at Special Needs Estate Planners Pvt. Ltd
• 15 years in the Financial Services Industry
• Certified Financial Planner
• SEBI Registered Investment Adviser
• Post-graduate from IIT-Roorkee
• A fee-only financial planner practitioner in 2010
• Member of Chartered Institute for Securities & Investment (CISI)
• A frequent writer and speaker at public forums share his views and wisdom, especially on planning for families with special needs dependents, through various media groups and TV channels



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