Ask for a reference. It doesn’t cost a penny and can make you a millionaire.
It takes two to reach the No.1 spot. It's just about meeting two clients a day.
Plan and prepare for your client meetings in advance for best results.
Client meetings, client calling and client review; that's all you need to do. Rest all must be delegated.
Sell the best product even if it means low revenue. One day it will compensate well.
Receipe to become a top IFA; Two meetings a day.
Active churning of mutual fund schemes is a sales strategy, not a wealth creation proposition.
Restrict your meetings within work hours.
The solution to all problems is just one. Focus on net sales.
You can't grow your mutual fund AUM by focusing mostly on life insurance.