Clients want a person by their side who feels responsible for their money. Be that person.
Invest in your business. The right software, tools and systems will help you increase your AUM.
Rewards are in proportion to challenges. No challenge, no reward.
Client's loyalty is won by trust and transparency. Returns comes far later.
Sales is important. Review of existing portfolio is even more critical.
Sell SIPs to 200 families and you will grow in no time.
Mutual funds is beneficial to all stakeholders; the investors, the distributors and the manufacturer.
There will always be people who will value your advice and services. Focus on them.
Make first time investors in mutual fund as your client. They shall stay longer with you
Integrity is unconditional for IFAs.