Finding difficult to convince clients to take Financial Planning service with fee ?

POSTED BY joshi_k ON May 20, 2014 2:57 pm ONE COMMENT

Dear Sir,

I am a regular follower of your blog, and find it very useful to keep myself updated. I am a CFP certificant, working in a investment consulting firm, handling financial planning department.

I am facing difficulties while I approach any client for FP service. Many of our clients are not aware about this concept, they don’t feel there is a need to do Financial Planning. I don’t know how shall I convince the clients in simple language so that they show interest in it.

Thanks,

K Joshi

One reply on this article “Finding difficult to convince clients to take Financial Planning service with fee ?”

  1. Sambaran Mitra says:

    Dear K Joshi Sir,
    Blame this blog for your misfortune. People consider financial advice (myself included) as freely available. Subramoney.com has few humorous takes (not funny for the financial-planner-though) about non-feasibility of financial-planning-as-career. Nandish/Manish are out to prove him wrong on this aspect. The jury is still out.

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