STP and SWP are great products to increase AUM faster.
  • July 4th, 2020
  • 1
Learning makes selling easy.
  • June 19th, 2017
  • 1
Restrict your meetings within work hours.
  • June 15th, 2017
  • 1
IFAs advice clients not to time the markets. It's time IFAs start practising this.
  • May 29th, 2017
  • 1
Clients want answers to all their queries. Returns are not the only thing.
  • July 17th, 2020
  • 1
Sovereign Gold Bond is one of the best ways to take exposure in Gold. It also helps increase income of distributors.
  • July 21st, 2020
  • 1
AUM is a function of years and decades, not days and months.
  • July 23rd, 2020
  • 1
The only shortcut is to learn from experienced industry professionals and implement it.
  • August 1st, 2020
  • 1
Focus on mutual funds but don't ignore other products which are good for clients.
  • August 4th, 2020
  • 1
Reference marketing mostly works better than digital marketing for individual financial intermediaries.
  • August 7th, 2020
  • 1