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Focus on clients. It defines 80% of business growth.
  • February 7th, 2020
  • 0
Being bullish is good but it must not break the rules of asset allocation. Manage client portfolios with knowledge, not your gut feeling.
  • October 30th, 2018
  • 0
Simplicity scores over research while advising clients.
  • July 3rd, 2019
  • 0
Apply common sense more than your gut feeling when advising clients.
  • September 19th, 2019
  • 0
There is little difference between clients and advisors. They want fast results.
  • June 17th, 2019
  • 0
Great service doesn't make you money but helps you keep clients for long which in turn makes you lot of money.
  • November 20th, 2017
  • 0
Rely on your expertise and loyalty of your clients. They will payoff big time.
  • May 31st, 2019
  • 0
Find new clients. There are millions out there.
  • August 29th, 2019
  • 0
Some clients are unhappy when returns are not good but most clients are supportive in bad markets. Stay positive and respect clients.
  • March 6th, 2020
  • 0
Clients need comfort in bad markets. Be with them.
  • March 23rd, 2018
  • 0

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