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Clients will settle for lower returns but they hate high volatility.
  • June 18th, 2019
  • 0
Have absolute focus on ‘Client First’ philosophy. It will make you their preferred advisor.
  • January 24th, 2019
  • 0
Ignore everything. Focus on clients need.
  • December 24th, 2019
  • 0
It doesn't matter how many clients you have. What matters is how many of them trust you.
  • September 16th, 2020
  • 1
During tough times, be in touch with clients. Don’t overdo it.
  • August 26th, 2019
  • 0
For a successful investment advisory profession, you must own the client.
  • November 9th, 2018
  • 0
All clients won’t go away. So, you will stay.
  • May 25th, 2018
  • 0
Being bullish is good but it must not break the rules of asset allocation. Manage client portfolios with knowledge, not your gut feeling.
  • October 30th, 2018
  • 0
Ignorance of advisor is costly for clients.
  • January 31st, 2019
  • 0
If you need more than two reviews a year for a client, it could mean your asset allocation is not right.
  • June 3rd, 2020
  • 0

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