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Many IFAs meet clients at odd hours because clients demand this. This should be avoided. Be professional. Doing it once in a while is accept ...
Read MoreCreate your own brand. It helps big time in the long run. While you may not see value of branding in the short term, it will slowly compound ...
Read MoreA lot of IFAs claim to have large number of clients and yet their AUM is small. This is because they have a lot of inactive clients. In this ...
Read MoreDifferent clients have different needs. So, there is no problem in selling different financial products to your clients. However, for you to ...
Read MoreIn the beginning, your conversion ratio of clients will be poor. May be out of 100 prospective you meet, you would be able to convert just 2 ...
Read MoreSell simple products and keep things simple. Don’t make things complicated for clients thinking that they will then put more value in ...
Read MoreThey say ‘Compounding is the 8th wonder of the world’. I agree. It works not only for clients but IFAs too. Clients reap compoun ...
Read MoreDon’t sell mutual funds. Instead, practice integrity. You will make more money. In today’s world, integrity is priced at a premi ...
Read MoreIf you make money faster than clients, you will end up being poor in this business. An IFA should grow with the growth of his clients. It ta ...
Read MoreI sometime use my gut feeling for investing my own money but I only use knowledge and wisdom when it comes to my client’s money. This ...
Read MoreNothing is permanent in life. The same is true with mutual fund advisory and distribution business also. The model will keep on changing. Re ...
Read MoreDon’t be an all rounder. You should be the advisor and let your people do the servicing. Team work brings reward to everyone. You know ...
Read MoreNo doubt an IFA knows more than clients about mutual funds. However, don’t try to prove the client wrong. Instead, walk with them and ...
Read MoreSuper IFAs think positive in all situations. Average IFAs think negative and call it being practical. Super IFAs ask themselves, “How ...
Read MoreIncrease your SIP book. Increase your AUM. Once you do, your trail goes up and you can increase your own SIP. In the long term, the biggest ...
Read MoreTrail is the best form of remuneration in the whole world. Be blessed that you are a beneficiary of trail. It’s time IFAs understand t ...
Read MoreBeing in mutual fund distribution business was an IFAs choice. Being successful is his own responsibility. Don’t look for excuses. Don ...
Read MoreLoyal Clients are key to IFAs growth. There is a simple rule to make loyal clients. Be loyal to your clients. Most clients will reciprocate ...
Read MoreThere are stories of IFAs everywhere and there are also excuses by IFAs everywhere. Which side are you? In every city there are IFAs who are ...
Read MoreCompounding works in the long term. Just like investments multiply over long term because of compounding, IFAs also need to think the same w ...
Read MoreVision drives effort. So, what matters is how large is your vision. Many IFAs start with a small vision because their background may be humb ...
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