Mr. Keyur Shahs welcome speech to 120+ participants on 11th January Conference A Journey from CFP Aspirant to CFP Practitioner: Opportunities & Challenges in 2015 Key Learnings from his presentation are as below. 1) Position yourself as Clients Adviser not a manufacturers adviser. 2) Push Goals...Pull Products 3) Learn & Master the Art of Goals based Family Financial Planning to multiply Conversion Rate, Ticket Size and AUM. 4) Learn Global Best Financial Planning Advisory Practice through CFP Certification 5) Be a CFP Practitioner...One can earn high Respect & Trust...Also charge fix annual fee to client. Pls watch in HD mode for better viewing. https://facebook/video.php?v=948876618457898 youtu.be/QHp-6IbUwEQ Ms. Rupali Ranes Speech on 11th January Conference youtu.be/FVglD4TcBAE https://facebook/video.php?v=945113102167583 Ms. Charmi Shahs Video on 11th January Conference https://facebook/video.php?v=946157568729803 youtu.be/iGHaFJTtC6Y Ms. Alka Mittals Video on Journey from CA to CFP. https://facebook/video.php?v=947479035264323 Ms. Aishwarya Surans Video on Journey from College Student to Professional (CFP Certificant) https://facebook/video.php?v=947922001886693 We will upload all Presentations, Photos and Videos of a full day conference on our website by 25th January;15. TheCFPaspirantClubIndia.Com
Posted on: Sun, 25 Jan 2015 08:34:42 +0000
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