Put client interest before everything else. This will put you ahead of everyone else.
  • September 21st, 2020
  • 1
In difficult times IFAs need to be doubly motivated.
  • September 20th, 2020
  • 0
It doesn't matter how many clients you have. What matters is how many of them trust you.
  • September 16th, 2020
  • 1
If time spent on worrying about future is used on focusing on the present work, growth will be huge.
  • September 15th, 2020
  • 1
If you love your profession, there is no reason to fear about the future.
  • September 7th, 2020
  • 1
Learn from those you consider are wise. Implement the learnings immediately.
  • September 5th, 2020
  • 1
AUM is directly proportionate to your knowledge. Invest in your learning.
  • September 4th, 2020
  • 1
Meet a prospect less but read an hour more.
  • August 29th, 2020
  • 1
A good back office team is the backbone of mutual fund distribution business.
  • August 28th, 2020
  • 1
Financial advisors talk asset allocation but mostly sell equity. It's time they align their talks and action.
  • August 25th, 2020
  • 0