Ramdas Bhat is a seasoned financial service professional with more than 30 years of experience in the industry. He is the founder of Investments & More, where he provides financial planning and investment advisory services to individuals and businesses.
Mr. Ramdas has been a valued participant in Sparrow’s Sprout‘s Fast Track Training Program for the past five years. The program is designed to help Mutual Fund Distributors (MFDs) and Certified Financial Planners (CFPs) build their capacity and capabilities, thereby multiplying their business revenue and productivity.
One of the tools provided in the training program from the Business Sarthi toolkit designed by Sparrow’s Sprout is the “Saving Pattern Tracker”, which has helped Mr. Ramdas identify his clients’ savings gaps and create a proper financial portfolio to achieve their financial goals.
In this testimonial, Mr. Ramdas shares how he helped one of his clients to identify her savings gap using the Saving Pattern Tracker, and how he was able to guide her towards a better financial future by investing in a diversified portfolio rather than just real estate.
I (Ramdas Bhat) have been a participant in Sparrow’s Sprout‘s Fast Track Training Program for several years now, and I can confidently say that it has been ground-breaking for my financial services career. Through the program, I have gained invaluable skills and knowledge that have helped me identify my clients’ challenges and connect them with their financial goals.
What I appreciate most about Sparrow’s Sprout‘s Fast Track Training Program is that it helps Mutual Fund Distributors (MFDs) and Certified Financial Planners (CFPs) improve their skills and knowledge so that they can better help their clients achieve their financial goals. The program is not just about increasing revenue or productivity – it’s about enhancing our capacity and capabilities as financial planners to positively impact the lives of our clients.
One of the tools that I found particularly helpful is Sparrow’s Sprout‘s Saving Pattern Tracker from the Business Sarthi toolkit. This tool helped me identify a savings gap in my client’s investment strategy. After filling out the tracker, we discovered that her score was 26, which indicated that many of her important financial goals would be difficult to achieve without a proper financial portfolio.
Before our intervention, my client used to invest most of her money in real estate as she was not aware of other financial products where she could build her portfolio to achieve her dreams. Thanks to the Saving Pattern Tracker and the knowledge I gained through Fast Track Training Program, we were able to identify potential gaps in her saving and investment plans and take steps to address them.
I educated her on various financial products and how she could invest in them to achieve her financial objectives. Together, we started a SIP of Rs. 25,000 to help bridge the savings gap and increase her overall investment portfolio.
I highly recommend Sparrow’s Sprout’s Fast Track Training Program to any MFD or CFP looking to enhance their skills and grow their business while genuinely helping their clients achieve their financial goals.
What is the Saving Pattern Tracker?
The “Saving Pattern Tracker” is a tool provided in the Business Sarthi (Business Development and Management toolkit), which is offered as a complimentary part of Sparrow’s Sprout’s Fast Track Training Program for MFDs and CFPs.
The Saving Pattern Tracker is designed to help financial planners assess their clients’ savings habits and identify gaps in their savings patterns.
The tool uses a scoring system to evaluate the client’s current savings behavior and patterns. Based on the score, financial planners like Ramdas Bhat can determine whether the client is on track to meet their financial goals or if there are gaps in their savings patterns that need to be addressed.
Benefits of using the Saving Pattern Tracker tool:
- Helps clients identify gaps in their savings patterns and prioritize their financial goals.
- Provides financial planners with a data-driven tool to assess their clients’ current savings behavior and patterns.
- Helps financial planners identify potential opportunities for growth in their business by identifying gaps in their clients’ portfolios and offering products or services that meet those needs.
- This may lead to improved client retention and loyalty as clients feel more confident in their financial planning and better able to achieve their goals.
What is Sparrow’s Sprout’s Fast Track Training Program?
The Fast Track Training Program is a business development program offered by Sparrow’s Sprout, a learning and development company.
This program is conducted annually and includes training and coaching sessions for MFDs and CFPs.
As a complimentary part of the Fast Track Training Program, Sparrow’s Sprout offers the Business Sarthi Toolkit. This toolkit is a business development and management toolkit designed specifically for MFDs and CFPs.
It includes various tools, resources, processes and procedures, and templates to help these professionals manage their businesses more effectively, such as the Saving Pattern Tracker, which is a tool to help financial planners assess their clients’ savings habits and identify gaps in their savings patterns.
The Business Sarthi Toolkit is intended to provide the resources needed to build businesses and offer clients better financial advice and services.
For further inquiries about the Fast Track Training Program click here or to request a free demo of the Business Sarthi Toolkit click here, please fill out the following forms and one of our representatives will get in touch with you as soon as possible.
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Sparrow’s Sprout (Centre for Learning and Development)
