Everyday meet two clients and solve every query you receive. One day you will become a top IFA.
  • November 25th, 2019
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Work on equal terms with clients. Nobody should act superior.
  • November 13th, 2019
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MFDs mostly make an error in judging clients preference whether they want higher returns or safety.
  • November 12th, 2019
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AUM is a by-product of client meetings.
  • November 7th, 2019
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Build trust with clients. It yields higher trail.
  • November 6th, 2019
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What clients say and what they mean are two different things. Your job is to decode it.
  • October 29th, 2019
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If you call yourself an advisor, you must always give advice which is in the interest of the client.
  • October 25th, 2019
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If you don’t lose money for clients, you will make money for them.
  • October 24th, 2019
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Like SIPs, clients also grow with time. Stay with them.
  • October 23rd, 2019
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Great advisors make their clients a passive investor.
  • October 21st, 2019
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