Technology is important but overrated in mutual fund advisory and distribution business.
  • June 8th, 2017
  • 1
Plan and prepare for your client meetings in advance for best results.
  • June 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
  • 1
Receipe to become a top IFA; Two meetings a day.
  • May 24th, 2017
  • 0