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One of the best peice of advices I read in recent times. Having done the "walk-the-talk" comes from rich experience of client engagements Best Wishes
Very nice article , I am sure the whole IFA community shall benefit from the points shared here.
One of the better articles i have read in a long long time.. and how beautifully you have expressed it..
Thanks for sharing this. Well articulated and useful to all.
How beautifully articulated Ashish and Manish. I am sure every IFAs who reads this piece, will get benefitted out of it. Thanks Again.
Ashish and Manish are oceans of inspiration for all of us as DFDA
Dear Vista team Ashish & Manish . Your 10 pillars shows your hardwork & commitment towards your clients . I feel this basics will help us to go further upward direction in our business . Thanks for sharing .
Managing investor behaviour & IFAs own biases, PEER Model,bearish on business when markets are bullish and vice versa, focus on your early and old clients..... every point seems to be wonderful and reminders to many IFAs who forgot the fundamentals of business during the busy runs. Thank you Mr Ashish & Manish Goel for this wonderful message for the fraternity.
Thanks for sharing this. Well articulated and useful to all. Both of you come across as "walk-the-talk" professionals. This comes ,from constant reflection of your direct experience of client engagements and business. Best Wishes, SrinivasanTS
Valuable article, so many learnable inputs. Sir, Write about relationship management that you follow. Thank you VISTA.
Brilliant One. Kindly continue with such education ????