"If you are a Financial Advisor or IFA, MFD, Financial Planner, then you understand that to grow a profitable and sustainable business, the right systems, tools, and processes are required, together with the skills to run a financial business. Practice management is about equipping the financial advisor to deal with the challenges of running a financial advisory & investment business and achieve optimal results both now and in the future.
Right Practice Management skills help you as a finance professional & business owner to attain goals such as more time, bigger client base, higher revenue, increased profit, increased productivity, business expansion, bigger team, higher employee skills or improve overall morale."
SO HOW DO YOU BUILD YOUR CREDIBILITY?
"Practice Management is critically (and increasingly) important to the relationship between Financial Advisors and the clients they work with. Practice Management themes include Service, Efficient, Process, Time, Financial Planning & many such elements. A survey among financial advisors indicates that Financial Advisors devote significant new time & invest money to sales and marketing, while advisor's time spent in client service is the most important and critical.
Practice management remains an immature area and financial advisors set up and run their businesses as IFAs, MFDs, CFPs, etc without clearly defined goals, plans, budgets, staff, and agreed-upon methods to measure the effectiveness of their business practice. Future differentiation among financial advisors will depend a lot on their ability to leverage on their capabilities for better and more effective practice management."
Catch up Mr Viresh Patel, Certified Financial Planner (CFP) & CEO of Financial North, a leading Fee-Only Based Financial Advisory Firm, as he talks about the skills and systems for doing better practice management.
Date: 11th Sept (Saturday) | Time: 4:00 PM
Limited Seats Available.
Register Now to Book Your Seat for FREE.
Who Should Join
- Anyone who wants to set up a new business in Financial Advisory Space
- Practicing Financial Advisors who want to upskill themselves
- Professionals who are from the banking, financial services, investments space
- IFAs, Mutual Fund Advisors, Insurance Advisors, Stockbrokers
- Students who want to be financial entrepreneurs
Mr Viresh Patel
- Certified Financial Planner
- Founder CEO - Financial North, a Fee Only Financial Advisory Firm
- Well Known Financial Blogger , Regularly appears at Zee Business
- Investment Management Expert on the Panel of Network FP
- George Kinder Life Planning Institute License Holder
- "CRISIL Certified Risk Mgmt for Investment Managers"
- A reknowed trainer & wealth creation expert