Find new clients. They will stay longer with you.
Maintain relationship with clients. One day they will become big and give you big business.
You can't become big in mutual funds by focussing on life insurance.
Technology is important but overrated in mutual fund advisory and distribution business.
Create your brand on trust; not performance.
Having a big AUM is not a fluke. It's hard work and dedication for years.
Plan and prepare for your client meetings in advance for best results.
Focus on your own business; not others.
Are you the top IFA in your city? If not, miles to go.
One of the easiest way to acquire clients is to go back to your old clients.