Sandesh shares his six-step financial planning technique, from relationship building and data gathering to analysis using the financial pyramid. The approach emphasizes open-ended questioning, starting with expenses to encourage dialogue and closing without pressure through clear action plans. Learn how to use yes–yes choices, document client responses, and conduct annual reviews to support confident decisions and long-term, trust-based client relationships.
Nattakun Sandesh, CFP, is a financial planner with extensive hands-on experience in delivering structured financial advisory services. He has developed more than 500 comprehensive financial plans for a diverse client base, including corporate employees, government officers, executives and business owners. His expertise focuses on transforming financial plans into actionable strategies clients can implement through a six-step financial planning process, from relationship building and data analysis to plan presentation and ongoing review. He emphasizes trust-building, insightful questioning and long-term client care to cultivate sustainable relationships, professional credibility and natural client referrals over time.
