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Sell financial products as per the need of the client, not on the basis of your own preference.
  • February 28th, 2018
  • 0
Be interested in your clients, not the nuisance of industry gossip.
  • July 8th, 2020
  • 0
Be cautious of clients who are only returns centric. Look for those who are relationship centric.
  • May 23rd, 2019
  • 0
SIP is a match winner. Keep it in the investment portfolio.
  • July 30th, 2018
  • 1
Never bow down but respect the markets. They listen to nobody.
  • February 4th, 2019
  • 0
Tough times create strong IFAs.
  • March 19th, 2020
  • 0
Selling life insurance is not bad. Selling without understanding the clients need is.
  • March 30th, 2018
  • 0
Be available to your clients rather than trying to be visible to the world.
  • April 19th, 2018
  • 0
It takes years of hard work to become a top IFA. Keep going.
  • December 6th, 2017
  • 0
Sticking to mutual funds is good. Not knowing about other products is bad.
  • August 7th, 2019
  • 0

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