Always think five years ahead. It will make things happening today less worrisome.
  • November 9th, 2019
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Don’t just sell performance. It will not stay for ever.
  • July 4th, 2018
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ARN without AUM is of no use. Make use of it.
  • April 9th, 2018
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Don’t try to create your importance by making things complex for clients. It doesn’t work in the long term.
  • May 11th, 2018
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Business environment will become challenging with every passing day. Get used to it and plan your future accordingly.
  • September 24th, 2018
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Super IFAs spend time with other Super IFAs.
  • September 26th, 2017
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If new advisors can grow their AUM why can’t you?
  • November 19th, 2018
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If you hold clients who are millionaire today for long, you would yourself become a billionaire.
  • September 6th, 2018
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Delegate everything. Your job is to meet clients, review portfolio and sharpen your saw.
  • July 2nd, 2019
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There are clients who will leave and there are clients who would stay with you. Be optimistic about your business.
  • September 25th, 2018
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