Category: Financial Planning

Building Blocks of a Financial Planning Practise

Practitioners often want to know how they can build an enduring and profitable Financial Planning practice. How to make an impression on clients and build a lasting relationship with them, what are the processes, systems and procedures required to set up a thriving Financial Planning practice, are some of the questions to which they seek answers. Based on my experiences I am happy to share some behavioural traits and decision-making tools that can help to start, maintain and grow a robust Financial Planning practice.

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Dilshad Billimoria  CFP

Dilzer Consultants Pvt Ltd

SEBI Registered Investment Advisor