Advisor Perspectives Part-4: A Client-Focused Approach to Financial Advice
Paisa Vaisa with Anupam Gupta
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What Is the Difference Between a Financial Planner and a Client Focused Advisor?
Before 2013 or before 2008, the only category of people that were there was people who are selling products. So in every single case, at least in our case, we create a financial plan and for doing a financial plan for the client, it's like a blueprint. We collect so much information about the client before actually creating a financial plan. And then they finally come out of the blueprint, which is tailor made for that particular person. It fits the requirements of that person to a team. After the blueprint is done, then they go to a civil contractor and the civil contractor does nothing but actually give shape to what is there in the blueprint. So that is what a civil contractor does.
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