Put client interest before everything else. This will put you ahead of everyone else.
In difficult times IFAs need to be doubly motivated.
It doesn't matter how many clients you have. What matters is how many of them trust you.
If time spent on worrying about future is used on focusing on the present work, growth will be huge.
If you love your profession, there is no reason to fear about the future.
Learn from those you consider are wise. Implement the learnings immediately.
AUM is directly proportionate to your knowledge. Invest in your learning.
Meet a prospect less but read an hour more.
A good back office team is the backbone of mutual fund distribution business.
Financial advisors talk asset allocation but mostly sell equity. It's time they align their talks and action.
