Find new clients. They will stay longer with you.
  • June 13th, 2017
  • 0
Maintain relationship with clients. One day they will become big and give you big business.
  • June 12th, 2017
  • 0
You can't become big in mutual funds by focussing on life insurance.
  • June 9th, 2017
  • 0
Technology is important but overrated in mutual fund advisory and distribution business.
  • June 8th, 2017
  • 1
Create your brand on trust; not performance.
  • June 7th, 2017
  • 0
Having a big AUM is not a fluke. It's hard work and dedication for years.
  • June 6th, 2017
  • 0
Plan and prepare for your client meetings in advance for best results.
  • June 5th, 2017
  • 1
Focus on your own business; not others.
  • June 3rd, 2017
  • 0
Are you the top IFA in your city? If not, miles to go.
  • June 2nd, 2017
  • 0
One of the easiest way to acquire clients is to go back to your old clients.
  • June 1st, 2017
  • 0