Clients need comfort in bad markets. Be with them.
  • March 23rd, 2018
  • 0
Exotic products are good for distributors but bad for clients.
  • March 3rd, 2020
  • 0
Low conflict of interest = high loyalty of clients.
  • June 27th, 2020
  • 0
What clients say and what they mean are two different things. Your job is to decode it.
  • October 29th, 2019
  • 1
We must understand that we work for clients. It’s just that AMCs pay us on their behalf.
  • July 5th, 2019
  • 0
Sell financial products as per the need of the client, not on the basis of your own preference.
  • February 28th, 2018
  • 0
Don’t try to create your importance by making things complex for clients. It doesn’t work in the long term.
  • May 11th, 2018
  • 0
Clients will settle for lower returns but they hate high volatility.
  • June 18th, 2019
  • 0
Leave clients who are rude to you. Dignity is bigger than growth.
  • February 15th, 2019
  • 0
Clients are looking for a knowledgeable and respectable advisor. There is no competition here.
  • May 29th, 2018
  • 0