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
All financial advisors have same amount of time each day but they use it differently. How you use your time will define how successful you become.
  • August 13th, 2020
  • 1
Learning makes selling easy.
  • June 19th, 2017
  • 1
Markets will rarely trade at fair value. Never hurry to buy and never jump to sell.
  • May 18th, 2017
  • 1
You need to become a better person before you can become a good IFA.
  • May 16th, 2017
  • 1
Become an inspiring IFA.
  • May 15th, 2017
  • 1
Shift your focus from what you can't control and put your energy on what you can.
  • May 10th, 2017
  • 1