Give respect to AMC people the way you expect it from your clients.
  • October 17th, 2019
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Clients want a responsible advisor. If they get it, they would stay.
  • October 11th, 2019
  • 0
Some clients need hand holding when markets are low. Some clients need hand holding when markets are high.
  • September 24th, 2019
  • 0
Apply common sense more than your gut feeling when advising clients.
  • September 19th, 2019
  • 0
Clients underrate the advantage of having an advisor. Still, IFAs must keep doing the right things.
  • September 18th, 2019
  • 0
Find new clients. There are millions out there.
  • August 29th, 2019
  • 0
Redemptions are part of business. Mostly, clients come back with higher Investments.
  • August 27th, 2019
  • 0
During tough times, be in touch with clients. Don’t overdo it.
  • August 26th, 2019
  • 0
Stay on clients side during tough times. They will flock to you during good times.
  • August 22nd, 2019
  • 0
Clients expect their financial advisor to be confident. Take informed and matured decisions when managing clients portfolio.
  • August 5th, 2019
  • 0