Plan and prepare for your client meetings in advance for best results.
  • June 5th, 2017
  • 110
Client meetings, client calling and client review; that's all you need to do. Rest all must be delegated.
  • May 26th, 2017
  • 109
Put discipline in your work. Your output will double.
  • November 29th, 2017
  • 0
Focus on net sales, not gross.
  • June 30th, 2017
  • 1
To improve your efficiency, cut your non client meetings by half.
  • October 6th, 2017
  • 0
Mutual funds is beneficial to all stakeholders; the investors, the distributors and the manufacturer.
  • July 13th, 2017
  • 1
Regular savings create wealth. Regular selling creates AUM.
  • September 29th, 2017
  • 1
Learning makes selling easy.
  • June 19th, 2017
  • 1
A good intent is the best sales tool.
  • September 27th, 2019
  • 0
Receipe to become a top IFA; Two meetings a day.
  • May 24th, 2017
  • 107