Financial Planners Survey on Network FP Annual Conference 2013 | Crowdsignal.com

Financial Planners Survey on Network FP Conference 2013

Help Network FP design & develop the best conference for aspiring and practicing financial planners in India and win great prizes (international titled books for planners)!... Thanking you in advance... Sadique Neelgund, Founder, Network FP

Which of the following 'practice management areas' you think are critical to your success as professional financial planner? *

	Very High	High	Medium	Low	Very Low
Marketing and Client Acquisition
Client Communication & Servicing
Technology Adaption for Efficiency
Operations to Streamline Processes
Human Resource Management
Compliance to Various Regulations

Marketing and Client Acquisition

Very High High Medium Low Very Low

Client Communication & Servicing

Very High High Medium Low Very Low

Technology Adaption for Efficiency

Very High High Medium Low Very Low

Operations to Streamline Processes

Very High High Medium Low Very Low

Human Resource Management

Very High High Medium Low Very Low

Compliance to Various Regulations

Very High High Medium Low Very Low

Which of the following 'domain knowledge areas' you think are critical to start / enhance your fee-based advisory services?? *

	Very High	High	Medium	Low	Very Low
Comprehensive Financial Planning
Insurance / Risk Management
Investments / Portfolio Advisory
Income Tax Planning
Estate & Legacy Planning
Behavioural Finance / Life Planning

Comprehensive Financial Planning

Very High High Medium Low Very Low

Insurance / Risk Management

Very High High Medium Low Very Low

Investments / Portfolio Advisory

Very High High Medium Low Very Low

Income Tax Planning

Very High High Medium Low Very Low

Estate & Legacy Planning

Very High High Medium Low Very Low

Behavioural Finance / Life Planning

Very High High Medium Low Very Low

List down 3 topics which can help you give solutions to existing issues or give ideas to grow your planning practice and would like to hear it at Network FP Annual Conference 2013? *

List down 3 names of financial planning practitioners / industry vetrans / thought leaders whom you would like to see as speakers at Network FP Annual Conference 2013? *

Which is the most convenient location for you to attend Network FP Annual Conference 2013? *

Virtual
Ahmedabad
Bangalore
Chennai
Delhi
Kolkata
Hyderabad
Mumbai
Pune

Your Name? *

First Name

Last Name

Your Email? *

(e.g. john@example.com)

Thank you for taking this survey... We appreciate your time!

Insights shared by you will be very useful for us to design the best conference for aspiring and practicing financial planners in India. Do let us know if you have any other suggestions for Network FP Annual Conference 2013?