The Second Annual Meet of all India Financial Planners Association was held at Jaipur on the 10-11 September 2012. It was a gathering of some of the most passionate practicing financial planners from various parts of India.
The main aim of the group is to create awareness about financial planning among the public, promote professional excellence and ensure high quality practice standards. The Second Annual Meet was a step towards these goals.
The theme of this meet was ‘Practice Management’. The sessions were all related to the theme and had a practical orientation. There was something for everyone from beginners to established members in the profession. The sessions covered, how to grow practice, tools and technologies that planners can use in their practice, operational issues in practice management, international best practices and their role in key decisions, discussion on lesser addressed areas like estate planning and introduction to new areas like financial life planning.
Opening Address & Focus for Next Year
A Good Listener or a tired host
Tea Time Gyan
Interesting & Important Activity
There were lot of activities but in one of the activities we were asked to explore ‘WHY’. There were 21 awesome questions – sharing 2 of them.
Q. Why am I in Financial Planning Profession?
I am passionate about improving financial lives of people. I have seen that personal finance discipline is made complex and stressful by the people who claim they are specialists in this field. Hence the thought of simplifying life of people and still make sure they achieve their financial goals made me choose this profession.
I want a good work life balance; we live only once and that is today. So rather than just running behind the money, we should enjoy the life in limited means. This applies for me & as well as for my clients. But that doesn’t mean we should compromise on life style. It gives me immense pleasure when clients credit me that they have become de-stressed and still see their responsibilities & goals fulfilled.
Q. What is it that I want to accomplish in the professional life?
I want to establish a firm which will be used as an example in financial planning profession in India. It will be a business which will be big enough in terms of visibility and in terms of importance, yet will be small in management so that it helps me manage the personal touch to my clients.
Because I think that financial planning is a people centric profession and that’s the way financial planning should be done. It should be able to give continuous personalized touch & customized solutions regarding all personal finance puzzles.
All work and no play makes Jack a dull boy
It was not all work and no play… there was lots of fun too. The members enjoyed a walk to an ancient temple in the vicinity of the venue. There was also a small trek organized, which had majority of the members testing their stamina.
Jaipur is a city steeped in history. We all had a great time visiting the forts in and around Jaipur. History was never so much fun! Stories read in school came alive when we visited these ancient monuments and had knowledgeable guides, breathing life into the legends of the yore.
All in all, it was an experience to savour, cherish and work upon. It gave everyone the inspiration to go ahead – excellence begets success and we have taken one more step towards it!
I Got a Surprise Gift
Being Secretary of the group & host – there were so many responsibilities but luckily it went very well. Yesterday got a surprise gift from the group, with the message “Thank you being such a wonderful host! We had a great time thanks to your flawless execution of the plan.” 🙂