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Sell the best product even if it means low revenue. One day it will compensate well.
  • December 10th, 2018
  • 0
One relationship can handle no more than 200 active clients. Choose clients wisely.
  • November 13th, 2017
  • 0
Being trustworthy is better than becoming a sales expert.
  • March 25th, 2019
  • 0
Hot money will leave you cold in this business.
  • December 12th, 2017
  • 0
Ask for a reference. It doesn’t cost a penny and can make you a millionaire.
  • July 24th, 2019
  • 0
Active churning of mutual fund schemes is a sales strategy, not a wealth creation proposition.
  • July 27th, 2018
  • 0
To improve your efficiency, cut your non client meetings by half.
  • October 6th, 2017
  • 0
Monthly SIP book of 1% of AUM is the ultimate rule for AUM growth.
  • October 12th, 2017
  • 1
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

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