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IFAs grow because of clients. Clients are good.
  • August 1st, 2017
  • 0
IFAs fear the markets more than clients. Don't time it.
  • July 31st, 2017
  • 0
There is a direct connection between positivity and AUM.
  • July 28th, 2017
  • 0
Robo advisors can make their own mark but can never replace a human touch.
  • July 27th, 2017
  • 0
Being your own boss is a great side benefit of mutual fund distribution industry.
  • July 26th, 2017
  • 0
Sell, but with good intent.
  • July 25th, 2017
  • 0
Speed comes with integrity and integrity has no limits.
  • March 9th, 2021
  • 0
A good industry benefits all.
  • July 24th, 2017
  • 0
When you sell mutual funds you buy peace for your clients.
  • July 18th, 2017
  • 0
Risk appetite of clients could be different than yours. Don't go too aggressive or defensive.
  • July 14th, 2017
  • 0

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