Active churning of mutual fund schemes is a sales strategy, not a wealth creation proposition.
  • July 27th, 2018
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One relationship can handle no more than 200 active clients. Choose clients wisely.
  • November 13th, 2017
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Selling life insurance is not bad. Selling without understanding the clients need is.
  • March 30th, 2018
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Selecting a mutual fund scheme requires skill but don't over do it.
  • September 21st, 2017
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Give respect to AMCs. They deserve it more than they get.
  • September 27th, 2017
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If you sell right the first time, you would never need to sell again.
  • March 16th, 2018
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You can't grow your mutual fund AUM by focusing mostly on life insurance.
  • September 30th, 2017
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More client meetings will help you handling their objections better.
  • December 20th, 2017
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To improve your efficiency, cut your non client meetings by half.
  • October 6th, 2017
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It doesn't matter how much time you work. What matters is how efficient you are.
  • October 10th, 2017
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