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Ask for a reference. It doesn’t cost a penny and can make you a millionaire.
  • July 24th, 2019
  • 0
Technology is important but overrated in mutual fund advisory and distribution business.
  • June 8th, 2017
  • 109
Active churning of mutual fund schemes is a sales strategy, not a wealth creation proposition.
  • July 27th, 2018
  • 0
Meet two clients today. Repeat the performance every day.
  • September 5th, 2017
  • 1
Client meetings, client calling and client review; that's all you need to do. Rest all must be delegated.
  • May 26th, 2017
  • 109
To improve your efficiency, cut your non client meetings by half.
  • October 6th, 2017
  • 0
Selling creates pressure. Advisory maintains your self respect.
  • October 17th, 2017
  • 0
Sell the best product even if it means low revenue. One day it will compensate well.
  • December 10th, 2018
  • 0
Restrict your meetings within work hours.
  • June 15th, 2017
  • 1
Create a team to fly high. Either back office, sales or both.
  • October 11th, 2017
  • 0

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