Simplicity scores over research while advising clients.
  • July 3rd, 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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Fund selection is no more a value creation. Find something else to retain clients.
  • January 8th, 2018
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Plan your clients retirement well for your own safe retirement.
  • June 4th, 2018
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Scale in mutual fund business depends on mutual understanding between advisor and the client.
  • February 25th, 2020
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Your clients believe in you. Never break their trust.
  • March 20th, 2018
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Don’t show off your intelligence to other IFAs. Be silent and humble.
  • April 25th, 2018
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Clients will never go extinct and so will IFAs. The form may change.
  • February 27th, 2018
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Clients are looking for a knowledgeable and respectable advisor. There is no competition here.
  • May 29th, 2018
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Be calm of clients behaviour. They come to you because they can’t handle their own behaviour.
  • March 26th, 2019
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