There is a big gap between how financial advice is given today and how it should. Let me elaborate.
Would you agree that the demand for financial advice is:
1. The customers demand/prefer to deal with a one stop financial advisor rather than deal with Insurance agents, Mutual Fund advisors, Tax Preparer/Filer, etc.
2. There is a demand for need based solutions and not just commission based advice.
3. There is a demand for independent and unbiased recommendations on selecting the right financial product.
4. There is a need for holistic financial planning.
5. The customers want the knowledge and/or the tools to help them manage their money.
If you agree, then you’ll also agree that we need lots of professional financial advisors providing service in this changing times.
Manish Jain, MProfit has a Startup Guide for Advisors on how to build their advisory firm. Download here 
The guide has the following points
1. Basic Setup – The minimum setup needed to start your advisory firm
2. Getting New Clients – Implementing a social media strategy to
attract new clients and using customer relationship management (CRM)
tools to track potential client leads
3. Financial Planning – Tools to create financial plans for your clients
4. Trade Execution – How to execute the recommendations on your clients behalf
5. Portfolio Monitoring – Methods to review and monitor the portfolios
of your clients
At RupeeManager, we are building a “Financial Mall” where such professional advisors would be welcome to setup their services.
Coming Soon! RupeeCamp "Financial Planning Workshop". "Join us"
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