1. "A Journeyfrom80 Lakh to 26 Crore AUM in3 years"
by Mr. RameshHegde,Sr.Financial PlannerPractitioner,Devanagere,Karnatakasharedhissuccessstory
to 120+ participantsduring
"Professional Development"themeduring11thJanuaryconference
"A JourneyfromCFPAspiranttoCFP Practitioner:Opportunities&Challengesin2015"
KeyLearningfromhispresentationare below.
1) Do regularbasisprospective CustomerEducationonFinancial Planning
2) Be a Financial Doctor...Listenfamilyandprovide suitablesolutions
3) Don't hesitate tocharge fee
4) Provide OnlineuserIdtocustomerto track theirinvestments
5) Create financial freedomtoall myclientsandregularself professional development.
Plswatch inHD mode forbetterviewing.
https://www.facebook.com/video.php?v=951532748192285
http://youtu.be/WMJjxEXmoUQ
2. PrashantNambiar'sVideo
Part 1 Video
https://www.facebook.com/video.php?v=950463281632565
Part 2 Video
https://www.facebook.com/video.php?v=950529598292600
Mr. KeyurShah'sVideo
https://www.facebook.com/video.php?v=948876618457898
http://youtu.be/QHp-6IbUwEQ
Ms. Rupali Rane'sSpeechon11th JanuaryConference
http://youtu.be/FVglD4TcBAE
https://www.facebook.com/video.php?v=945113102167583
Ms. Charmi Shah's Video on11th JanuaryConference
https://www.facebook.com/video.php?v=946157568729803
3. http://youtu.be/iGHaFJTtC6Y
Ms. AlkaMittal's VideoonJourneyfromCA toCFP.
https://www.facebook.com/video.php?v=947479035264323
Ms. AishwaryaSuran'sVideoonJourneyfromCollege Studentto
Professional(CFPCertificant)
https://www.facebook.com/video.php?v=947922001886693
We have uploadedall Presentations,PhotosandVideosof afull day
conference onourwebsite...plsvisitourwebsiteformore detail.
http://thecfpaspirantclubindia.com/presentation/