Businesses are not dependent on products. They grow based on how you treat your clients.
  • June 12th, 2018
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Manage client’s behavior, not funds.
  • June 14th, 2018
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The biggest risk is to handle the next generation of existing clients.
  • February 14th, 2020
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All clients won’t go away. So, you will stay.
  • May 25th, 2018
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Clients are looking for a knowledgeable and respectable advisor. There is no competition here.
  • May 29th, 2018
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Hold clients for long term the same way you ask clients to hold their Investments. It is difficult but payoff is big.
  • May 28th, 2018
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The biggest growth parameter for an MFD is loyal clients.
  • May 24th, 2018
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Find new clients. They will stay longer with you.
  • June 13th, 2017
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Stocks and clients are both profitable only in the long term.
  • May 23rd, 2018
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Maintain relationship with clients. One day they will become big and give you big business.
  • June 12th, 2017
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