If you don’t know it’s better to ask the experts. Client must not suffer.
Salesmanship can earn you a living. A learned advisor becomes wealthy.
Integrity commands higher premium than selling strategies.
Trail is paid to handle clients during good and bad times. Always remember that.
AUM is a by-product of client meetings.
Do what you think is right for the client. Let the clients decide who is the best for them.
Clients value a learned distributor more than a smart one who is just good with words.
Being your own boss is a great side benefit of mutual fund distribution industry.
Clients like short answers with conviction, not long explanations with confusion.
The secret of success is long term clients.