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There is little difference between clients and advisors. They want fast results.
  • June 17th, 2019
  • 0
Gut feeling doesn't work while managing clients portfolio. There is no substitute for knowledge.
  • April 17th, 2020
  • 0
Serve the client’s well. They will pay you in loyalty.
  • June 19th, 2018
  • 0
Everyday meet two clients and solve every query you receive. One day you will become a top IFA.
  • November 25th, 2019
  • 0
You don’t need to convince a billion. If you manage to get loyalty of 100 clients you will do well.
  • April 5th, 2019
  • 0
Client meetings are hundred times more powerful than unfavourable regulations.
  • February 21st, 2020
  • 0
Some clients need hand holding when markets are low. Some clients need hand holding when markets are high.
  • September 24th, 2019
  • 0
Call ten clients everyday and meet two. That’s the recipe for success.
  • April 30th, 2018
  • 0
This is the time to service the clients well. Don't worry about AUM and income.
  • April 28th, 2020
  • 0
Give respect to AMC people the way you expect it from your clients.
  • October 17th, 2019
  • 0

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