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Follow-up with client is important but don't overdo it.
  • August 11th, 2017
  • 1
Don’t just sell performance. It will not stay for ever.
  • July 4th, 2018
  • 0
Technology is important but overrated in mutual fund advisory and distribution business.
  • June 8th, 2017
  • 109
References are lifeline of mutual fund distribution business. Ask for it in every meeting till you reach 200 c
  • February 22nd, 2019
  • 0

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