SIP is a process. It always works.
  • August 4th, 2017
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Many mutual fund distributors are panicking about their future. If this is true with you then how will you convince clients who are panicking?
  • May 19th, 2020
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Ask questions to learn, not just to prove your point.
  • March 18th, 2019
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In the long term, relationship pays more than trail.
  • January 24th, 2018
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If you need more than two reviews a year for a client, it could mean your asset allocation is not right.
  • June 3rd, 2020
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Be available to your clients rather than trying to be visible to the world.
  • April 19th, 2018
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You do your job and let markets do theirs.
  • September 16th, 2019
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If you don't participate in noise you will automatically participate in growth.
  • February 7th, 2018
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Help your fellow IFAs.
  • November 22nd, 2017
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Most clients are loyal to MFDs.
  • March 27th, 2018
  • 0