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Never add your gut feeling while taking investment decisions for clients
  • April 12th, 2021
  • 134
Be in touch with clients, in good as well as in bad times.
  • March 14th, 2020
  • 0
Quality of clients = Quality of Business.
  • June 10th, 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
In difficult times, be more attentive to clients. Service them with faster response time.
  • March 31st, 2020
  • 0
Clients want answers to all their queries. Returns are not the only thing.
  • July 17th, 2020
  • 1
Leave everything. Focus on client engagement.
  • December 21st, 2017
  • 0
If you have to choose between income and clients, protect clients. Income will be automatically saved.
  • April 7th, 2020
  • 0
AUM is a by-product of client meetings.
  • November 7th, 2019
  • 0
Clients rarely appreciate, yet they know the value of their advisor.
  • December 13th, 2018
  • 0

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