Workshop for Financial Planners – New Delhi 4th August 2011

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?


Key takeaways

On trainer and workshop

Amit KukrejaEntrepreneurial traits, FP models, caveats & customers to watch out forAwesome
Naveen MishraProper mind-set to make financial planning practice a real eventUp to the mark and trainer is good
Amal MagazineHandling remote location clients and assert more on feeWonderful interaction
Saket ManochaEye opener about setting up of practiceGreat inputs from experience
J Vijay ToppoExcellent, knowledgeable and practical
Anil Kr KoulExcellent. Down to earth but nevertheless learning from experience & situations on groundGreat. I am looking forward for more such workshops
Suresh Kr NarulaAttitude towards financial planning & interaction with other plannersExcellent and trainer is not good, but the best
AkshatSatyendraFinancial planning environment today, problems / issues and solutions, useful tipsGood initiative by FPGI, excellent presentation
Narendra SinghClient managementExcellent, given good insight of fee-based advisory business
Rajesh UppalGood
Rajasekhara ReddyVery practical oriented with all required inputs for setting up an independent practiceVery useful. Sharing of experience is very helpful
Neeraj ChauhanLots of insightGood & valuable inputs on establishing practice
Puneet OberoiLots of inputs regarding charge modelGood one
Amit SuriLearning from his experienceIt was worth attending and taking away valuable inputs
Amit RodaMany thingsGood
Rahul MehrotraOverall a good workshop with scope for improvement in content
Lovejeet DhuriaIt is effective
Prashant RathiFee setting rationale, future prospecting of financial planning as a profession, demystifiedInspiring, real life instances shared honestly
Ravi Kant SharmaThrough this program, I am able to understand about field of financial planning and how to make and sustain clients in current scenarioNo doubt the trainer is very good
Hemant BeniwalHave proper plan for your practice. Have proper systems and processes.Superb
Jitendra PS SolankiAn understanding on client prospecting.What not to do in setting up your practiceInputs on services level offered to financial planning clientsA very good presentation with indepth knowledge on financial planning business
ManikaranSinghalThorough understanding on this issuesBrilliant speaker, excellent knowledge and wise person
Manish JainIt’s all up to YOU.Change and adapt with prevailing circumstances & learning’s from client behaviourArticulate and frank

We would like to thank everyone who attended this program.