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Don’t surprise clients with what they don’t expect. Communicate with them early about the challenges in the portfolio.
  • January 29th, 2019
  • 0
Have absolute focus on ‘Client First’ philosophy. It will make you their preferred advisor.
  • January 24th, 2019
  • 0
Clients will always be irrational. That’s why they need rational advisors.
  • January 15th, 2019
  • 0
Clients will always be irrational. That’s why they need rational advisors.
  • January 15th, 2019
  • 0
Integrity wins loyal clients.
  • January 11th, 2019
  • 0
Focus on clients. Delegate everything else.
  • January 8th, 2019
  • 0
Mutual fund distribution business is not about 5,000 customers for 5 years. It is about 30 clients for 30 years.
  • January 4th, 2019
  • 0
The single most important growth mantra is ‘Client Meetings’.
  • January 3rd, 2019
  • 0
Active clients and active advice are both dangerous for long term business.
  • December 31st, 2018
  • 0
Being on side on client doesn’t mean agreeing to everything that is not right. Act as an advisor, not just executor.
  • December 24th, 2018
  • 0

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