Less mistakes makes long term clients.
  • July 1st, 2019
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This is the time to service the clients well. Don't worry about AUM and income.
  • April 28th, 2020
  • 0
Gut feeling doesn't work while managing clients portfolio. There is no substitute for knowledge.
  • April 17th, 2020
  • 0
Focus on clients. It defines 80% of business growth.
  • February 7th, 2020
  • 0
Work on equal terms with clients. Nobody should act superior.
  • November 13th, 2019
  • 0
Leave clients who don’t treat you well.
  • June 15th, 2018
  • 0
Clients will never go extinct and so will IFAs. The form may change.
  • February 27th, 2018
  • 0
Good clients are first good people.
  • May 7th, 2019
  • 0
Transparency and competence creates trust. Trust creates loyal clients.
  • March 8th, 2019
  • 0
There are many types of client. Choose your types.
  • November 12th, 2018
  • 0