The rule is same for the good times and the bad times. Meet two clients every day.
  • July 29th, 2019
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Clients want total advisory, not just mutual funds. Learn about all products available in the market place.
  • July 25th, 2019
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It takes time for a client to become loyal to you. Have patience and keep doing your good work.
  • July 22nd, 2019
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Top advisors learn. Mediocre teach unsolicited.
  • July 19th, 2019
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Talk to clients on equal terms. Don’t play defensive that they are obliging you by hiring you.
  • July 18th, 2019
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There is enough business out there. Go out and meet clients.
  • July 17th, 2019
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Clients may forgive if they lose money. They never forget if there is a breach of trust.
  • July 12th, 2019
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Many MFDs work under pressure of performance. Rather, they should work harder to develop relationship with clients.
  • July 9th, 2019
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We must understand that we work for clients. It’s just that AMCs pay us on their behalf.
  • July 5th, 2019
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Simplicity scores over research while advising clients.
  • July 3rd, 2019
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