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Be in touch with your clients else someone else will.
  • December 14th, 2017
  • 0
Active clients and active advice are both dangerous for long term business.
  • December 31st, 2018
  • 0
An MFDs business compounds faster when they work in the interest of clients.
  • February 15th, 2021
  • 5
Cut time in backend works. Increase time for client meetings and interactions.
  • February 12th, 2019
  • 0
Having wealthy retired people as clients is good. Making aspiring young individuals as client is better.
  • April 17th, 2019
  • 0
A client is profitable only when you hold him for long term.
  • August 2nd, 2018
  • 0
Fund selection is no more a value creation. Find something else to retain clients.
  • January 8th, 2018
  • 0
Treat clients money as your own when it comes to advice.
  • May 8th, 2018
  • 0
Trail is paid for handling clients during tough times.
  • May 5th, 2020
  • 0
Clients want answers to all their queries. Returns are not the only thing.
  • July 17th, 2020
  • 1

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