What matters is a few hundred active clients, not thousands of inactive ones.
  • June 21st, 2018
  • 0
Make sure your clients are inspired by you, personally and professionally.
  • March 24th, 2021
  • 126
Businesses are not dependent on products. They grow based on how you treat your clients.
  • June 12th, 2018
  • 0
Too many clients do not mean too much business. Active clients are key to a successful practice.
  • July 28th, 2020
  • 5
Don’t just sell mutual funds. Make loyal clients.
  • September 26th, 2018
  • 0
Your clients want to walk on the way you show them. They want to trust you.
  • July 8th, 2017
  • 0
Be so good that client should want to stick to you.
  • March 6th, 2019
  • 0
Most clients value relationship with MFDs as more important than high returns.
  • August 17th, 2018
  • 0
Some prospects will never become clients. Leave them and find new ones.
  • September 22nd, 2017
  • 0
Clients don't have a view. They want your view.
  • November 10th, 2017
  • 0