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Stop doing non productive work and you will see your AUM growing.
  • October 18th, 2017
  • 2
Make first time investors in mutual fund as your client. They shall stay longer with you
  • July 5th, 2017
  • 1
Don’t just sell performance. It will not stay for ever.
  • July 4th, 2018
  • 0
If you sell right the first time, you would never need to sell again.
  • March 16th, 2018
  • 0
Create a team to fly high. Either back office, sales or both.
  • October 11th, 2017
  • 0
It takes two to reach the No.1 spot. It's just about meeting two clients a day.
  • September 20th, 2017
  • 1
Reference marketing mostly works better than digital marketing for individual financial intermediaries.
  • August 7th, 2020
  • 1
Meet a few clients every day. Its the staircase for success.
  • August 31st, 2017
  • 1
Technology is important but overrated in mutual fund advisory and distribution business.
  • June 8th, 2017
  • 109
Hot money will leave you cold in this business.
  • December 12th, 2017
  • 0

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