Leave the client but never criticise them.
  • November 8th, 2017
  • 0
Some prospects will never become clients. Leave them and find new ones.
  • September 22nd, 2017
  • 0
Clients want to talk to somebody. Be that 'somebody'.
  • August 29th, 2017
  • 0
If you play from the clients side, the referee won't foul you.
  • August 18th, 2017
  • 0
Most clients want to stick with their advisor. Do your job well.
  • August 17th, 2017
  • 0
Meeting clients = Increase in AUM.
  • August 3rd, 2017
  • 0
IFAs grow because of clients. Clients are good.
  • August 1st, 2017
  • 0
Your clients want to walk on the way you show them. They want to trust you.
  • July 8th, 2017
  • 0
Be on the client side. Always.
  • June 29th, 2017
  • 0
Find new clients. They will stay longer with you.
  • June 13th, 2017
  • 0