Ramesh Hegde, a senior financial planner practitioner from Devanagere, Karnataka shared his success story of growing his assets under management (AUM) from 80 lakh to 26 crore in 3 years with over 120 participants at a January 11th conference on professional development. He emphasized the importance of regular customer education, acting as a financial doctor by listening to families and providing suitable solutions, not hesitating to charge fees, and providing online access for customers to track investments. The goal is to create financial freedom for all clients through regular self-development.

1. "A Journeyfrom80 Lakh to 26 Crore AUM in3 years"
by Mr. RameshHegde,Sr.Financial PlannerPractitioner,Devanagere,Karnatakasharedhissuccessstory
to 120+ participantsduring
"Professional Development"themeduring11thJanuaryconference
"A JourneyfromCFPAspiranttoCFP Practitioner:Opportunities&Challengesin2015"
KeyLearningfromhispresentationare below.
1) Do regularbasisprospective CustomerEducationonFinancial Planning
2) Be a Financial Doctor...Listenfamilyandprovide suitablesolutions
3) Don't hesitate tocharge fee
4) Provide OnlineuserIdtocustomerto track theirinvestments
5) Create financial freedomtoall myclientsandregularself professional development.
Plswatch inHD mode forbetterviewing.
https://www.facebook.com/video.php?v=951532748192285
http://youtu.be/WMJjxEXmoUQ

2. PrashantNambiar'sVideo
Part 1 Video
https://www.facebook.com/video.php?v=950463281632565
Part 2 Video
https://www.facebook.com/video.php?v=950529598292600
Mr. KeyurShah'sVideo
https://www.facebook.com/video.php?v=948876618457898
http://youtu.be/QHp-6IbUwEQ
Ms. Rupali Rane'sSpeechon11th JanuaryConference
http://youtu.be/FVglD4TcBAE
https://www.facebook.com/video.php?v=945113102167583
Ms. Charmi Shah's Video on11th JanuaryConference
https://www.facebook.com/video.php?v=946157568729803

3. http://youtu.be/iGHaFJTtC6Y
Ms. AlkaMittal's VideoonJourneyfromCA toCFP.
https://www.facebook.com/video.php?v=947479035264323
Ms. AishwaryaSuran'sVideoonJourneyfromCollege Studentto
Professional(CFPCertificant)
https://www.facebook.com/video.php?v=947922001886693
We have uploadedall Presentations,PhotosandVideosof afull day
conference onourwebsite...plsvisitourwebsiteformore detail.
http://thecfpaspirantclubindia.com/presentation/