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Which Model is Better? Practicing Professionals vs. Full Service Firms

Suresh Sadagopan CFP IndiaBy Suresh Sadagopan, CFP, India

Some people think that financial planners and advisors practicing as professionals are better than those running a business. The general view I have heard is that when someone is practicing in the profession, they are more passionate, client-centric and closer to their clients.

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Anshul Srivastava, CFP


140516_pic_AnshulSrivastavaAnshul Srivastava is Co- Founder of Finance Wizards, an organisation into consultancy and training in the area of Finance in Mumbai, India. He has more than 12 years of industry experience. In his last assignment with FPSB India as Assistant Editor for Financial Planning Journal and lead trainer in knowledge management at FPSB India, Anshul has been instrumental in designing and delivering training programmes and looking after the editorial content of Financial Planning Journal, monthly flagship publication of FPSB India.

Continue reading Anshul Srivastava, CFP