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Clients want to talk to somebody. Be that 'somebody'.
  • August 29th, 2017
  • 0
Professional ethics will give you speed.
  • July 6th, 2017
  • 0
Contribute to the industry. Help fellow IFAs.
  • July 4th, 2017
  • 0
Mutual fund distribution business is not about 5,000 customers for 5 years. It is about 30 clients for 30 years.
  • January 4th, 2019
  • 0
Trail is paid to handle clients during good and bad times. Always remember that.
  • January 17th, 2020
  • 2
IFAs own negativity hurts her business more than changing regulations.
  • November 24th, 2017
  • 0
When you add integrity to your advice, it works better for the client.
  • May 8th, 2017
  • 2
SIP is a process. It always works.
  • August 4th, 2017
  • 0
AUM is a factor of integrity, competence and time.
  • March 12th, 2019
  • 0
Consistency wins, not awards.
  • May 21st, 2019
  • 0

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