Tag: Confessions

8

IFA is king…

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I will also do a story saying that the IFA is doomed…and have done one already. However when I say IFA is king I mean there is a huge market of IFAs to whom you can sell. Obviously like all customers the I F A too will buy based on Greed and Fear. The Greed […]

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3

Financial adviser’s confessions…

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this is the second part of the confessions of  adviser’s / relationship managers some of the things that i wish to tell my client, but cannot! 1. When I asked you to sell (index 21000) you said ‘it will go to 25,000. Later on you say “You did not say it strongly enough”. Man, you […]

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