Scheme selection is not a rocket science. Focus more on risk appetite and time horizon.
  • July 12th, 2017
  • 0
Follow-up with client is important but don't overdo it.
  • August 11th, 2017
  • 0
Put discipline in your work. Your output will double.
  • November 29th, 2017
  • 0
Focus on net sales, not gross.
  • June 30th, 2017
  • 0
Give respect to AMCs. They deserve it more than they get.
  • September 27th, 2017
  • 0
Sell term Insurance. It will automatically increase your mutual fund sales.
  • September 18th, 2017
  • 1
Monthly SIP book of 1% of AUM is the ultimate rule for AUM growth.
  • October 12th, 2017
  • 1
STP and SWP are great products to increase AUM faster.
  • July 4th, 2020
  • 1
More client meetings will help you handling their objections better.
  • December 20th, 2017
  • 0
Selling creates pressure. Advisory maintains your self respect.
  • October 17th, 2017
  • 0