Create a team to fly high. Either back office, sales or both.
  • October 11th, 2017
  • 0
It doesn't matter how much time you work. What matters is how efficient you are.
  • October 10th, 2017
  • 0
SIP is not a product, it's a process. It will always work in the long term.
  • October 9th, 2017
  • 1
To improve your efficiency, cut your non client meetings by half.
  • October 6th, 2017
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An advisor works in the interest of clients, not self.
  • October 5th, 2017
  • 1
Meet two clients today. Repeat every day.
  • October 4th, 2017
  • 1
You can't grow your mutual fund AUM by focusing mostly on life insurance.
  • October 3rd, 2017
  • 0
You can't grow your mutual fund AUM by focusing mostly on life insurance.
  • September 30th, 2017
  • 0
Regular savings create wealth. Regular selling creates AUM.
  • September 29th, 2017
  • 1
Opportunities beat challenges everytime.
  • September 28th, 2017
  • 0