Be so good that client should want to stick to you.
  • March 6th, 2019
  • 0
After a point, systems and processes will fuel growth, not you alone.
  • December 28th, 2020
  • 1
Clients want total advisory, not just mutual funds. Learn about all products available in the market place.
  • July 25th, 2019
  • 0
Rewards are in proportion to challenges. No challenge, no reward.
  • October 14th, 2020
  • 2
Working alone can save you some money but you may lose the prospect of growing your AUM.
  • August 2nd, 2017
  • 0
Ignorance of advisor is costly for clients.
  • January 31st, 2019
  • 0
The clients must have freedom to explore. IFAs must have the pull to hold the client.
  • April 27th, 2018
  • 0
If you love your profession, there is no reason to fear about the future.
  • September 7th, 2020
  • 1
Staying in business is a big thing. The storms will pass.
  • January 10th, 2020
  • 0
Reference is 100 times more powerful than social media marketing.
  • May 22nd, 2018
  • 0