Great service makes more loyal clients than great returns.
  • July 30th, 2020
  • 2
Control risk. Returns will come.
  • July 29th, 2020
  • 4
Too many clients do not mean too much business. Active clients are key to a successful practice.
  • July 28th, 2020
  • 5
An eight hours of honest effort will make you grow leaps and bound.
  • July 25th, 2020
  • 8
Be open about new products. There is a world besides trail also.
  • July 24th, 2020
  • 0
AUM is a function of years and decades, not days and months.
  • July 23rd, 2020
  • 0
Sovereign Gold Bond is one of the best ways to take exposure in Gold. It also helps increase income of distributors.
  • July 21st, 2020
  • 1
Choose your clients and then treat them as family.
  • July 18th, 2020
  • 0
Clients want answers to all their queries. Returns are not the only thing.
  • July 17th, 2020
  • 1
Advisory and relationships are not a commodity. If you have these, you can always charge a premium.
  • July 16th, 2020
  • 0