Simplicity will make you and your clients wealthy. Keep selling SIPs.
  • June 8th, 2018
  • 0
Make sure you and client respect each other at the same level.
  • August 3rd, 2018
  • 0
Your clients believe in you. Never break their trust.
  • March 20th, 2018
  • 0
References are key to growth of business. Serve your clients well.
  • July 5th, 2018
  • 0
All clients won’t go away. So, you will stay.
  • May 25th, 2018
  • 0
Active clients and active advice are both dangerous for long term business.
  • December 31st, 2018
  • 0
An MFDs business compounds faster when they work in the interest of clients.
  • February 15th, 2021
  • 5
Leave everything. Focus on client engagement.
  • December 21st, 2017
  • 0
Don’t surprise clients with what they don’t expect. Communicate with them early about the challenges in the portfolio.
  • January 29th, 2019
  • 0
It doesn't matter how many clients you have. What matters is how many of them trust you.
  • September 16th, 2020
  • 1