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Be cautious of clients who are only returns centric. Look for those who are relationship centric.
  • May 23rd, 2019
  • 0
The secret of success is long term clients.
  • December 17th, 2018
  • 0
Meet prospects without pre conceived notion whether they will become your client or not. Eventually, it will work in your favour.
  • March 1st, 2019
  • 0
All clients want is a competent and loyal advisor. Be that partner. All clients want is a competent and loyal advisor. Be that partner.
  • April 18th, 2019
  • 0
Managing clients behavior is more important than being an expert in data analytics.
  • December 1st, 2017
  • 0
Ignorance of advisor is costly for clients.
  • January 31st, 2019
  • 0
Your gut feeling is the most dangerous thing for your clients. Stay away from it while deciding on clients investments.
  • June 8th, 2021
  • 256
IFAs don't need many clients. They need loyal clients.
  • February 5th, 2020
  • 0
MFDs who can show patience with clients and markets will grow big time.
  • March 22nd, 2019
  • 0
Do the right thing for the client and they will stay with you.
  • May 16th, 2019
  • 0

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