In this episode of Insights to Impact, Dinesh Jain shares a real-world experience where a ₹36 lakh claim was eventually settled with the right documentation and timely support, highlighting the crucial role a Personal Finance Professional can play...
Great funds don’t automatically make great portfolios. Asset allocation does. Insights to Impact, Uday Dhoot, Founder of OyePaisa.com and QPFP® Trainer, explores why Personal Finance Professionals need to look beyond fund selection and focus on building portfolios around the...
Financial planning tools are only valuable when they help you have better conversations with clients. In this Insights to Impact session, Sadique Neelgund (Founder, Network FP) and Dipin Chachlani (Team Lead, QPFP®) demonstrate how QPFP® ProTools and the MyFP...
What does it take to build a ₹100 Crore practice while staying committed to a Client First Approach? In this session, we meet QPFP® Professionals who have built ₹100 Crore practices by implementing the learnings, ProTools and approach from...
Retirement planning is about much more than arriving at a corpus number. It’s about understanding the client’s lifestyle, spending, dependents, existing assets & most importantly, the life they want to fund after retirement. Want to know what questions can...
Most Personal Finance planning conversations focus on mutual funds and insurance. Yet, a substantial portion of a client’s wealth often lies in employee benefits and government-backed schemes that don’t always get the attention they deserve. In this episode of...
How do you understand clients better, identify the right gaps, and prioritise recommendations that truly matter? In this session from the Insights to Impact series, Sadique Neelgund, Founder, Network FP, shares a practical framework for building a structured and...
The QPFP® Convocation with Scripbox marked an important milestone for a cohort of Relationship and Engagement Managers who completed the six-month Qualified Personal Finance Professional (QPFP®) Certification with Network FP. The journey goes beyond a certification. It is about...
Growth in financial planning isn’t just about managing more assets, it’s about building the right processes behind them. Pranali Patel’s journey highlights how structure, clarity & the right tools can transform the way financial professionals engage with clients...
How can Personal Finance Professionals make life insurance conversations more meaningful, comprehensive and client-first? In this Insights to Impact session, Nisha Sanghavi, Co-Founder, ProMore Fintech, draws from 14+ years of experience in life insurance to share practical perspectives on...
A client’s financial life is more than just investments. Loans, EMIs, taxes, insurance, investments and financial goals all need to work together. For Personal Finance Professionals, helping clients bring these pieces together can create greater clarity, better decision-making and...
When industry leaders acknowledge the value of structured financial planning, it reinforces the mission we’re working towards every day. In a conversation with Saurabh Mukherjea from Marcellus Investment Managers, Vishal Dhawan, Founder & CEO of Plan Ahead Wealth Advisors,...
Insurance looks simple, until there’s a claim !
Insights To Impact | The Power of Asset Allocation | Uday Dhoot | Network FP
MyFP & ProTools for Better Client Meetings | Sadique Neelgund | Network FP
₹100 Crore Practice Builders| Sushil More, QPFP®️| Hemalatha Bhaskar, QPFP®️| Manish Gulati, QPFP®️
The Right Questions to Master Retirement Planning Conversations
Employee Benefits & Government Schemes | Lakshmipathi Yelam | Network FP | Insights to Impact
How Top Financial Planners Build a Comprehensive Financial Consultancy Process | Sadique Neelgund
Scripbox x Network FP - Team Members certified with QPFP® Certification
The Foundation That Grows Your Financial Planning Practice
Scripbox x Network FP - Team Members certified with QPFP® Certification
Beyond Selling: Building Better Life Insurance Conversations | Nisha Sanghavi | Insights to Impact
Organizing Debt, EMIs, Insurance & Investments | Babu Krishnamoorthy | Network FP
Vishal Dhawan x Marcellus Investment Managers