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The single most important growth mantra is ‘Client Meetings’.
  • January 3rd, 2019
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Focus on wealth protection and goal achievement, not just on performance.
  • January 2nd, 2019
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Active clients and active advice are both dangerous for long term business.
  • December 31st, 2018
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I have a choice to cut my own hair but I decide to go to a barber. Let investors choose as well.
  • December 28th, 2018
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Challenges you face today may seem unfair to you but you will relish the success you get after a decade of handling these challenges.
  • December 26th, 2018
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Being on side on client doesn’t mean agreeing to everything that is not right. Act as an advisor, not just executor.
  • December 24th, 2018
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Cut your complains. Take responsibility of your success.
  • December 21st, 2018
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Some adverse happenings benefit MFDs more in the long term than they cause trouble in the short term.
  • December 19th, 2018
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Hand holding is worth more than technical expertise.
  • December 18th, 2018
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The secret of success is long term clients.
  • December 17th, 2018
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