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You can’t make the markets move but you can stay put. That will do.
  • October 24th, 2018
  • 0
A good advisor doesn’t book profits early and doesn’t averages quickly.
  • October 17th, 2018
  • 0
Disruptions will keep happening. MFDs will keep growing.
  • December 7th, 2018
  • 0
Over long term you will get paid twice the number of days you work in this profession.
  • December 11th, 2017
  • 0
Be active in client servicing. Be passive in portfolio churning.
  • July 16th, 2018
  • 0
Motivate young IFAs and rub shoulder with top IFAs.
  • February 8th, 2020
  • 0
If you don’t lose money for clients, you will make money for them.
  • October 24th, 2019
  • 0
There are two ways of thinking; there are opportunities to down the road or there are challenges ahead. You get what you think.
  • August 1st, 2019
  • 0
Focus on net sales. Mark to Market will take care of itself.
  • March 13th, 2018
  • 0
Creating a big vision is the most difficult part of mutual fund distribution business.
  • February 1st, 2020
  • 0

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