“An investment in knowledge pays the best interest.” – Benjamin Franklin The famous saying of Mr. Franklin still holds true. Many advisors do not consider self development an essential part of growing their mutual fund business. The benefit of learning and knowledge compound over time as long as you keep learning. Here are 4 reasons…
DetailsYour clients will be aware of the power of SIP, compounding benefits, long-term investment returns and so on. Are they yet to see some gains in their portfolio? Or lost some during these times? Read on to know if they are making any of these mistakes: Investing in only one Fund house Your client’s decision…
DetailsRetiring during these tough times can be stressful. In times like these, distributors play an important part to provide assurance so that clients do not take any decision in panic. This may not be that bad, if your clients exercise their options diligently. Cash is the king: During trouble times like these, cash comes increasingly handy…
DetailsBeing a Mutual Fund Distributor is a Face-to-Face business. Work-life consist luncheon with clients or prospects, handshakes and coffee meets, Because, this business is more of personal relationships compared to robo-advisors. But Social distancing is changing all that in a flash. We are undergoing a rapid cultural shift where social distance may very well be…
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