If you don’t know it’s better to ask the experts. Client must not suffer.
  • November 15th, 2018
  • 0
Salesmanship can earn you a living. A learned advisor becomes wealthy.
  • May 21st, 2020
  • 0
Integrity commands higher premium than selling strategies.
  • December 12th, 2018
  • 0
Trail is paid to handle clients during good and bad times. Always remember that.
  • January 17th, 2020
  • 2
AUM is a by-product of client meetings.
  • November 7th, 2019
  • 0
Do what you think is right for the client. Let the clients decide who is the best for them.
  • August 14th, 2020
  • 0
Clients value a learned distributor more than a smart one who is just good with words.
  • February 25th, 2019
  • 0
Being your own boss is a great side benefit of mutual fund distribution industry.
  • July 26th, 2017
  • 0
Clients like short answers with conviction, not long explanations with confusion.
  • March 20th, 2019
  • 0
The secret of success is long term clients.
  • December 17th, 2018
  • 0