I #Learned the #Best $Approach: 1st time Client Meeting
Now, I am #Confident to achieve MF AUM of Rs. 100+ Cr in next 3 to 5 years.
Mr. Vinod Benade, Sr. IFA, Mumbai successfully completed his CERTIFIED FINANCIAL PLANNER Certification in challenge pathway with a “B” (60%+) on 11th April 2017.
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Vinod Benade <email@example.com> Fri, Apr 14, 2017 at 3:03 PM
Dear Keyur Sir,
I am very glad to inform you that I have cleared the final exam 5 and take this opportunity to express my gratitude towards all the efforts taken by you in shaping this success for me.
First of all, I would like to thank you for completing CFP Syllabus not only in a methodical way but also by teaching practical aspects of the course in structured and simplified manner which helped me to get to know the course in-depth and gain the thorough knowledge, which I now will be able to utilize for my clients.
This was kind of a transformation process for me, which helped me to become Finance professional.
You taught us that “Satisfaction shall be in your efforts and not the results” thus your class was never only for the purpose of “How to clear the examination” but was something more that, which is, class of teaching the hard work, how to handle the clients, why it is the need of the hour to guide people about Financial Planning and much more.
My 1st meeting is now dedicated to helping my clients to identify and prioritize their Short term, Medium & Long Term Goals (Case Study preparation) instead of talking / suggesting products.
Now, I am confident to achieve MF AUM of Rs. 100+ Cr in next 3 to 5 years.
And last but not the least, though we are parting our ways you will always be teacher and guide for me and will always look forward to keep you updated for all my ventures.
Thank you once again and wish you all the very best for your noble work of education.
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