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Try to be tactically in the right asset class. Look for opportunities and know when to get out. Have conviction in your views.
Take accountability for portfolio performance and deliver alpha.
When clients have confidence and trust in you, they are willing to push you to expand your services to new areas.
Future focus: to spend on technology, increasing employees to provide better service to clients, take licenses in other areas, increasing verticals for cross-selling.
"We trust that you will avoid using harsh language and will refrain from making
unsubstantiated allegations against individuals and firms. Your constructive feedback
and opinions are very valuable to all of us in the industry. "
I Saw your interveiw with the verious IFA, Its a very insperable for me, I am a new IFA in this indrustries, kindly conclude me how to forward my business in futur.
As I am just entered to the field let me know how to leverage the technology to grow the business aggressively
HOW CAN START WITH YOU............FOR BETTER BUSINESS
Please inform about your Guide lines
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