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14 GOALS AND OBJECTIVES TO GUIDE MFRT

Each and every member of MFRT( Mutual Fund Round Table) should follow the following principles.

1. TALK STRAIGHT
Tell the truth. Let people know where you stand. Demonstrate integrity.

2. DEMONSTRATE RESPECT
Show that you genuinely care. Respect everyone, even those who can’t do anything for you. Show kindness in little things.

3. CREATE TRANSPARENCY
Be genuine, open, and authentic. Don’t hide information or have “hidden agendas.” Operate on the premise of “what you see is what you get.”

4. RIGHT WRONGS
Apologize quickly. Make restitution where possible. Demonstrate personal humility. Don’t cover things up. Do the right thing.

5. SHOW LOYALTY
Give credit to others. Be loyal to the absent. Represent others who aren’t there to speak for themselves. Don’t talk negatively about others behind their backs.

6. DELIVER RESULTS
Establish a track record of results. Accomplish what you are hired to do. Don’t over promise and under deliver. Don’t make excuses for not delivering.

7. GETTING BETTER
Continuously learn and improve. Increase your capabilities. Develop formal and informal feedback systems. Thank people for feedback. Act upon feedback received.

8. CONFRONT REALITY
Meet issues head on. Address the tough stuff directly. Acknowledge the unsaid. Lead conversations courageously.

9. CLARIFY EXPECTATIONS
Disclose and reveal expectations. Discuss and validate them. Renegotiate them if necessary. Ensure expectations are clear.

10. PRACTICE ACCOUNTABILITY
Hold yourself and others accountable. Take responsibility for god or bad results. Clearly communicate how everyone is doing.

11. LISTEN FIRST
Listen before you speak. Listen with your ears, eyes, and heart. Understand. Diagnose. Don’t assume, find out.

12. KEEP COMMITMENTS
State your intent and then do it. Make commitments carefully. Make keeping your commitments the symbol of your honor. Don’t break confidences.

13. EXTEND TRUST
Extend trust abundantly to those who have earned your trust. Extend trust conditionally to those who are earning your trust. Don’t withhold trust because risk is involved.

14. EMPOWERING SUCCESS
Empowering success to financial professionals & mutual fund industry by going out of the way for the benefits & development of the industry.

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