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Clients are comfortable with debt returns. IFAs are obsessed with equity.
  • January 16th, 2020
  • 0
If you need more than two reviews a year for a client, it could mean your asset allocation is not right.
  • June 3rd, 2020
  • 0
You can't become big in mutual funds by focussing on life insurance.
  • June 9th, 2017
  • 0
It's about hand holding, not returns.
  • January 19th, 2018
  • 0
The more you fear technology, the more it will intimidate you. Its better to learn it.
  • April 26th, 2018
  • 0
Client meetings, client calling and client review; that's all you need to do. Rest all must be delegated.
  • May 26th, 2017
  • 109
Unless you have conviction on mutual fund industry you shall not grow in this profession.
  • November 11th, 2019
  • 0
Create a team to fly high. Either back office, sales or both.
  • October 11th, 2017
  • 0
All clients are not concerned about advisors commissions. Find those who understand the value created by you.
  • June 12th, 2019
  • 0
Advisors need to know what they can do and what they can’t and then focus on what they can.
  • August 30th, 2019
  • 0

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