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Leave everything. Focus on client engagement.
  • December 21st, 2017
  • 0
During tough times, be in touch with clients. Don’t overdo it.
  • August 26th, 2019
  • 0
What clients say and what they mean are two different things. Your job is to decode it.
  • October 29th, 2019
  • 1
If you play from the clients side, the referee won't foul you.
  • August 18th, 2017
  • 0
Clients are generally risk averse. Don’t oversell risk.
  • July 2nd, 2018
  • 0
Do what you think is right for the client. Let the clients decide who is the best for them.
  • August 14th, 2020
  • 0
There is little difference between clients and advisors. They want fast results.
  • June 17th, 2019
  • 0
Hand holding of client is a bigger expertise than fund selection.
  • May 26th, 2020
  • 0
All prospective clients won’t accept your views and ideas. Don’t make it an ego issue and move ahead.
  • September 17th, 2018
  • 0
If clients portfolio will yield good results, MFDs portfolio will grow too.
  • May 4th, 2018
  • 0

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