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Clients will always be irrational. That’s why they need rational advisors.
  • January 15th, 2019
  • 0
Fifty loyal clients can feed you for fifty years.
  • June 20th, 2018
  • 0
Clients value comfort with advisor more than returns.
  • April 9th, 2019
  • 0
References are key to growth of business. Serve your clients well.
  • July 5th, 2018
  • 0
Advisors need to apply more patience than clients. Fewer transactions mostly result in better returns.
  • April 14th, 2020
  • 0
Don’t expose clients with too much equity. Don’t jump to buy equity at every fall.
  • October 9th, 2018
  • 0
Clients are the strongest piller of mutual fund distribution business.
  • May 4th, 2017
  • 112
It doesn't matter how many clients you have. What matters is how many of them trust you.
  • September 16th, 2020
  • 1
Knowing your clients well is better than being a market expert.
  • February 8th, 2018
  • 0
Clients want you to take control of their investments. They want a non emotional decision maker.
  • May 9th, 2019
  • 0

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