Hand holding of client is a bigger expertise than fund selection.
  • May 26th, 2020
  • 0
Trail is paid for handling clients during tough times.
  • May 5th, 2020
  • 0
This is the time to service the clients well. Don't worry about AUM and income.
  • April 28th, 2020
  • 0
The best of clients emerge from the worst of times.
  • April 22nd, 2020
  • 0
Gut feeling doesn't work while managing clients portfolio. There is no substitute for knowledge.
  • April 17th, 2020
  • 0
Lower portfolio volatility creates loyal customers.
  • April 16th, 2020
  • 0
Advisors need to apply more patience than clients. Fewer transactions mostly result in better returns.
  • April 14th, 2020
  • 0
If you have to choose between income and clients, protect clients. Income will be automatically saved.
  • April 7th, 2020
  • 0
Preserve clients and employees. Everything else can be rebuilt.
  • April 2nd, 2020
  • 0
In difficult times, be more attentive to clients. Service them with faster response time.
  • March 31st, 2020
  • 0