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To improve your efficiency, cut your non client meetings by half.
  • October 6th, 2017
  • 0
Regular savings create wealth. Regular selling creates AUM.
  • September 29th, 2017
  • 1
Follow-up with client is important but don't overdo it.
  • August 11th, 2017
  • 1
One relationship can handle no more than 200 active clients. Choose clients wisely.
  • November 13th, 2017
  • 0
Selecting a mutual fund scheme requires skill but don't over do it.
  • September 21st, 2017
  • 0
Stop doing non productive work and you will see your AUM growing.
  • October 18th, 2017
  • 2
Make first time investors in mutual fund as your client. They shall stay longer with you
  • July 5th, 2017
  • 1
Don’t just sell performance. It will not stay for ever.
  • July 4th, 2018
  • 0
Client meetings, client calling and client review; that's all you need to do. Rest all must be delegated.
  • May 26th, 2017
  • 109
Selling life insurance is not bad. Selling without understanding the clients need is.
  • March 30th, 2018
  • 0

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