Top advisors learn. Mediocre teach unsolicited.
  • July 19th, 2019
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Don’t try to create your importance by making things complex for clients. It doesn’t work in the long term.
  • May 11th, 2018
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Meet prospects without pre conceived notion whether they will become your client or not. Eventually, it will work in your favour.
  • March 1st, 2019
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Stocks and clients are both profitable only in the long term.
  • May 23rd, 2018
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Returns make clients happy. Great service makes them loyal.
  • January 5th, 2021
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Clients need comfort in bad markets. Be with them.
  • March 23rd, 2018
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Transparency and competence creates trust. Trust creates loyal clients.
  • March 8th, 2019
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You don’t need to convince a billion. If you manage to get loyalty of 100 clients you will do well.
  • April 5th, 2019
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Scale in mutual fund business depends on mutual understanding between advisor and the client.
  • February 25th, 2020
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Meeting clients = Increase in AUM.
  • August 3rd, 2017
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