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Excellent piece.
Simply great
So true - it is dumb to send out mails on showing how good we are, quality time spent with a client is far more valuable , but very difficult to achieve.
All above Mantra ,Advise is really Good. The issue here is MONEY and if we cannot Make Money rather lost it in the last 4 years Nobody will listen to you. Before selling ANY scheme IFA MUST Explain LONG Term benefits And Short Term RISK and only then take make the sale. Unfortunately the AMCs NEVER focused on this aspect. Even now after many IFAs and investors have quit, AMCs are still coming out with Close Ended schemes with 5-6% COMMISSIONS !! ALL OF US HAVE TO BEGIN WITH CREATING INVESTOR AWARENESS and EXPLAINING FINANCIAL PLANNING.
Superb article to upgrade oneself with Es better proving then Kotler Ps........for us.