It’s time to prove your theory of ‘Clients first’.
Rely on your expertise and loyalty of your clients. They will payoff big time.
The rules of success haven’t changed. Focus on clients.
Be cautious of clients who are only returns centric. Look for those who are relationship centric.
Do the right thing for the client and they will stay with you.
Clients want you to take control of their investments. They want a non emotional decision maker.
Good clients are first good people.
All clients want is a competent and loyal advisor. Be that partner. All clients want is a competent and loyal advisor. Be that partner.
Having wealthy retired people as clients is good. Making aspiring young individuals as client is better.
Clients value comfort with advisor more than returns.