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Meet prospects without pre conceived notion whether they will become your client or not. Eventually, it will work in your favour.
  • March 1st, 2019
  • 0
Returns are not everything. Protection of principal is also an important aspect of portfolio management.
  • February 28th, 2019
  • 0
Bias of distributor kills the investor. Remove bias through knowledge.
  • February 27th, 2019
  • 0
Don’t tell stories, create them.
  • February 26th, 2019
  • 0
Clients value a learned distributor more than a smart one who is just good with words.
  • February 25th, 2019
  • 0
References are lifeline of mutual fund distribution business. Ask for it in every meeting till you reach 200 c
  • February 22nd, 2019
  • 0
It is easy build AUM but difficult to become a humble distributor.
  • February 21st, 2019
  • 0
Become a good human being before you want to become a great distributor.
  • February 20th, 2019
  • 0
Leave clients who are rude to you. Dignity is bigger than growth.
  • February 15th, 2019
  • 0
The right advice is worth peace of mind.
  • February 14th, 2019
  • 0

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