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Quality of clients = Quality of Business.
  • June 10th, 2019
  • 0
Manage your clients. Rest will fall in place.
  • April 24th, 2018
  • 0
Don’t expose clients with too much equity. Don’t jump to buy equity at every fall.
  • October 9th, 2018
  • 0
What clients say and what they mean are two different things. Your job is to decode it.
  • October 29th, 2019
  • 1
Gut feeling doesn't work while managing clients portfolio. There is no substitute for knowledge.
  • April 17th, 2020
  • 0
Serve the client’s well. They will pay you in loyalty.
  • June 19th, 2018
  • 0
The clients must have freedom to explore. IFAs must have the pull to hold the client.
  • April 27th, 2018
  • 0
Reducing volatility on the client's portfolio is an important aspect of the advisory business.
  • March 18th, 2020
  • 0
Make good human beings as your client and wait for them to grow. Stay with them and you shall grow too.
  • April 1st, 2019
  • 0
AUM can be built again. Focus on clients service.
  • March 28th, 2020
  • 0

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