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You can't grow your mutual fund AUM by focusing mostly on life insurance.
  • September 30th, 2017
  • 0
Follow-up with client is important but don't overdo it.
  • August 11th, 2017
  • 1
Regular savings create wealth. Regular selling creates AUM.
  • September 29th, 2017
  • 1
Meet a few clients every day. Its the staircase for success.
  • August 31st, 2017
  • 1
One relationship can handle no more than 200 active clients. Choose clients wisely.
  • November 13th, 2017
  • 0
Restrict your meetings within work hours.
  • June 15th, 2017
  • 1
Sell term Insurance. It will automatically increase your mutual fund sales.
  • September 18th, 2017
  • 1
STP and SWP are great products to increase AUM faster.
  • July 4th, 2020
  • 1
Monthly SIP book of 1% of AUM is the ultimate rule for AUM growth.
  • October 12th, 2017
  • 1
Plan and prepare for your client meetings in advance for best results.
  • June 5th, 2017
  • 110

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