Being on side on client doesn’t mean agreeing to everything that is not right. Act as an advisor, not just executor.
  • December 24th, 2018
  • 0
Most clients are loyal to their advisors. Don’t worry about few who are not.
  • December 3rd, 2018
  • 0
You can’t grow with fear. Build your capability.
  • July 11th, 2018
  • 0
It takes time. Don't give up.
  • September 1st, 2017
  • 0
If you have the expertise, you will have the buyers too.
  • November 13th, 2018
  • 0
If you make a living out of mutual funds, don't criticise the industry.
  • January 29th, 2020
  • 0
To have awesome clients, become an awesome advisor.
  • July 1st, 2020
  • 0
Work respectfully. It comes from knowledge.
  • November 12th, 2020
  • 3
Grow with clients, not before them.
  • April 3rd, 2019
  • 0
A good back office team is the backbone of mutual fund distribution business.
  • August 28th, 2020
  • 1