+91 9883818627 Sign up 1

HELP LINE +91 9883818627

In times of crisis, be with the client.
  • October 28th, 2018
  • 0
When markets don’t do well, you still can do your best. Keep meeting existing clients and keep prospecting too.
  • October 25th, 2018
  • 0
Few clients may go away during bad markets. Your business will live.
  • October 11th, 2018
  • 0
There are all type of clients. Find which one you want.
  • October 10th, 2018
  • 0
Don’t expose clients with too much equity. Don’t jump to buy equity at every fall.
  • October 9th, 2018
  • 0
Clients look for advisors integrity and loyalty more than returns. Be the best you can be.
  • October 4th, 2018
  • 0
Crisis is market is an opportunity for the advisor to strengthen client relationship.
  • October 3rd, 2018
  • 0
In times of crisis, be with the client.
  • September 28th, 2018
  • 0
Clients generally accept losses but not surprises. Keep them updated.
  • September 27th, 2018
  • 0
Don’t just sell mutual funds. Make loyal clients.
  • September 26th, 2018
  • 0

Thought Categories

Quick Links