Integrity was, is and will always be the first requirement in managing clients money.
  • June 25th, 2018
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Your potential lies in the company you keep. Be with top MFDs
  • June 27th, 2018
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Clients are generally risk averse. Don’t oversell risk.
  • July 2nd, 2018
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Optimism is your biggest ammunition to grow.
  • June 26th, 2018
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Risk appetite of clients could be different than yours. Don't go too aggressive or defensive.
  • July 14th, 2017
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Mutual fund distribution business takes 5-10 years to yield results. Keep going.
  • July 11th, 2017
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Many MFDs work under pressure of performance. Rather, they should work harder to develop relationship with clients.
  • July 9th, 2019
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When you become successful you automatically motivate fellow advisors.
  • July 10th, 2019
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Clients may forgive if they lose money. They never forget if there is a breach of trust.
  • July 12th, 2019
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There is enough business out there. Go out and meet clients.
  • July 17th, 2019
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