+91 9883818627 Sign up

HELP LINE +91 9883818627

Deal only with those clients who respects you.
  • May 15th, 2018
  • 0
Cut your words. Let the client speak.
  • January 1st, 2020
  • 0
Don’t just sell mutual funds. Make loyal clients.
  • September 26th, 2018
  • 0
Some clients will leave. Let them go with grace.
  • April 16th, 2018
  • 0
Clients are comfortable with debt returns. IFAs are obsessed with equity.
  • January 16th, 2020
  • 0
Have an eye on risk in clients portfolio. Don't go overboard.
  • January 6th, 2018
  • 0
Clients want to be comfortable with their investments. They talk returns but expect safety first.
  • July 11th, 2020
  • 0
IFAs don't need many clients. They need loyal clients.
  • February 5th, 2020
  • 0
If you fear your clients will leave you, they will. Rather, you should develop capability.
  • July 15th, 2020
  • 0
Manage client’s behavior, not funds.
  • June 14th, 2018
  • 0

Thought Categories

Quick Links