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Why NJ FP Nest ? |
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NJ FP Nest adds following advantages to an Advisors:
- A 'real' Financial Advisor
- Customer Loyalty & Retention
- Customer Acquisition
- Additional Business Mobilisation
- Differentiation & Branding
- Value-added Services To The Clients
Advisor’s duty is not mere selection of good scrip or better avenues for clients but it’s much beyond selection, A good Advisor is one who don’t only suggest his clients where to park his investments, as a part of his duty but is also responsible for giving his client a complete financial plan according to his/her suitability. NJ FP Nest is an online platform where you as an advisor would be in a position to prepare in depth Financial Plans for your Clients. Moreover they would be saved for your future references and for ongoing monitoring. FP Nest will definitely increase your holding and help your clients achieve their goals in a simplified manner. It will enable you to create qualitative comprehensive financial plans for your clients. NJ FP Nest will help you to give your clients value-added services and will also serve as a distinguishing factor from the rest of your competitors. You may strategies your own sales pitch and link it to financial goals to create a greater impact on your clients.
Key features of NJ FP Nest are here you can Create a Plan, Save it so you may refer whenever you want and even edit it as and when required and Upload it and more than that you can even Monitor your plan that is it going on the right track, are you achieving what you have expected.