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Dont depend on TRAIL aloneNo. of comments:3 Srikanth Matrubai, Bangalore, 51423 On 18-Jul-2015

The biggest BLACK SWAN which many Advisors are not able to foresee that, you have to understand, that each and every client of yours is investing for a Goal. when that goal is achieved, the client WILL take out the money and your AUM will naturally come down and with it............your TRAIL. Now, just imagine, if suddenly, one day, 10 of your BIGGEST investors achieve their Goal in 1 single month and your DREAM of living off your life on LIFE LONG TRAIL will crashing down. It is therefore absolutely imperative that you need to continuously keep attracting NEW CLIENTS, NEW MONEY and ensure that your AUM is growing, and growing a good pace.

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Comments Posted

Sam Koshy ARN NO :5727 KOLLAM, 29 Jul 2015

Agree with Mr Srikanth. IFAs are not advised to simply sit back and enjoy because they have trail income. Ofcourse opt for only trail model with the AMCs. But remember to add new clients continuously with renewed vigour. Its a basic action for survival and better growth. No one knows when is your client going to exit from the investments with you. If there comes some massive exits then your income will be steeply coming down. So, add clients and add assets to your existing ones.

Ganesan Muralidharan ARN NO :12558 Chennai, 23 Jul 2015

Yes. sir aggree with you

Sanjeev Kumar.G ARN NO :68425 kochi, 19 Jul 2015

Dear sir I 100% agree with your view.Keepthe trail as just bonus nothing else.Theoritically a person can immediatly attract this profession on trail commission.But when we analise among our clients our experience is that once the goal is achieved or even a small financial problem makes investors to redeem the mutual fund invesments because of liquidity.So we have to keep adding investort every month.Also close tracking is required with their investments.Trail commission is just like the fund support when we can work for 2,3 months continuosly due to any personal or professional reason.