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Clients are comfortable with debt returns. IFAs are obsessed with equity.
  • January 16th, 2020
  • 0
Excessive research is injurious to clients portfolio.
  • January 7th, 2020
  • 0
Don’t expose clients with too much equity. Don’t jump to buy equity at every fall.
  • October 9th, 2018
  • 0
Own your client. They will back you up.
  • February 14th, 2018
  • 0
Leave everything. Focus on client engagement.
  • December 21st, 2017
  • 0
A few existing clients will take you to the top. Make sure they stay with you for life.
  • June 19th, 2020
  • 0
If you don’t lose money for clients, you will make money for them.
  • October 24th, 2019
  • 0
Don’t run after clients. Walk with them.
  • June 18th, 2018
  • 0
Clients want a responsible advisor. If they get it, they would stay.
  • October 11th, 2019
  • 0
Hold clients for long term the same way you ask clients to hold their Investments. It is difficult but payoff is big.
  • May 28th, 2018
  • 0

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