The campaign receives a positive response, as prospects discuss their financial needs with planners.
In a bid to create interest among investors about financial planning, a small CFP group in Kolkata conducted a road show on Sunday. The group put up a stall announcing a ‘Personal financial health check-up’ in a prominent location that attracts a huge holiday crowd.
The group answered a number of queries from investors and explained to the audience the difference between CFPs and other financial professionals. “Our main motive was to reach a new bunch of investors and explain to them the importance of a financial plan.We discussed their financial problems and offered solutions,” says Subhabrata Ghosh, a CFP who was a member of the group.
The group met many investors through this exercise. Pamphlets were also distributed, which helped the group to understand the financial needs of the participants. The pamphlets also had a few articles on financial planning.
Interested prospects had to fill up forms so that the CFPs could evaluate their financial background and understand investment needs. The meeting met with a satisfactory response; most of the people who attended the show have been contacting the CFP group to discuss their financial issues. The CFPs expect to attract more investors as they are planning more such meetings.
“People were interested in listening to us. This was our first effort in Kolkata; we are planning to hold many such meetings on Sundays at different locations across the city,” says Subhabrata.
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