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Delegate everything. Your job is to meet clients, review portfolio and sharpen your saw.
  • July 2nd, 2019
  • 0
Less mistakes makes long term clients.
  • July 1st, 2019
  • 0
Most advisors grow through reference from existing clients. There is no need to try different things.
  • June 27th, 2019
  • 0
Many clients will stay with their advisors for life. An MFD needs a few of them.
  • June 25th, 2019
  • 0
Clients will settle for lower returns but they hate high volatility.
  • June 18th, 2019
  • 0
There is little difference between clients and advisors. They want fast results.
  • June 17th, 2019
  • 0
Increase client meetings. Cut other meetings.
  • June 13th, 2019
  • 0
All clients are not concerned about advisors commissions. Find those who understand the value created by you.
  • June 12th, 2019
  • 0
You can’t win clients trust just by words. You need to demonstrate your capabilities to earn it.
  • June 11th, 2019
  • 0
Quality of clients = Quality of Business.
  • June 10th, 2019
  • 0

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