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A client is profitable only when you hold him for long term.
  • August 2nd, 2018
  • 0
All clients are not concerned about advisors commissions. Find those who understand the value created by you.
  • June 12th, 2019
  • 0
It’s time to prove your theory of ‘Clients first’.
  • June 4th, 2019
  • 0
Don’t surprise clients with what they don’t expect. Communicate with them early about the challenges in the portfolio.
  • January 29th, 2019
  • 0
All clients won’t go away. So, you will stay.
  • May 25th, 2018
  • 0
Exotic products are good for distributors but bad for clients.
  • March 3rd, 2020
  • 0
If you protect your self respect you will soar high in the eyes of clients.
  • May 10th, 2018
  • 0
Some clients need hand holding when markets are low. Some clients need hand holding when markets are high.
  • September 24th, 2019
  • 0
Advisors need to apply more patience than clients. Fewer transactions mostly result in better returns.
  • April 14th, 2020
  • 0
Having lifetime clients is a matter of doing the right thing for them, everyday.
  • November 22nd, 2018
  • 0

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