Don’t waste energy in negativity. Do what is possible.
  • May 9th, 2018
  • 0
Treat clients money as your own when it comes to advice.
  • May 8th, 2018
  • 0
There is no end to working long hours. Learn to delegate.
  • May 7th, 2018
  • 0
If clients portfolio will yield good results, MFDs portfolio will grow too.
  • May 4th, 2018
  • 0
A confident MFD will definitely grow. A fearful MFD never will.
  • May 3rd, 2018
  • 0
Be on the clients side, even if they consider you the opponent. With time they will allow you to play from their side.
  • May 2nd, 2018
  • 0
Call ten clients everyday and meet two. That’s the recipe for success.
  • April 30th, 2018
  • 0
The clients must have freedom to explore. IFAs must have the pull to hold the client.
  • April 27th, 2018
  • 0
The more you fear technology, the more it will intimidate you. Its better to learn it.
  • April 26th, 2018
  • 0
Don’t show off your intelligence to other IFAs. Be silent and humble.
  • April 25th, 2018
  • 0