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Clients want answers to all their queries. Returns are not the only thing.
  • July 17th, 2020
  • 1
Clients want you to take control of their investments. They want a non emotional decision maker.
  • May 9th, 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
One of the easiest way to acquire clients is to go back to your old clients.
  • June 1st, 2017
  • 0
Have an eye on risk in clients portfolio. Don't go overboard.
  • January 6th, 2018
  • 0
Integrity was, is and will always be the first requirement in managing clients money.
  • June 25th, 2018
  • 0
IFAs grow because of clients. Clients are good.
  • August 1st, 2017
  • 0
Be so good that client should want to stick to you.
  • March 6th, 2019
  • 0
Lower portfolio volatility creates loyal customers.
  • April 16th, 2020
  • 0
Manage your clients. Rest will fall in place.
  • April 24th, 2018
  • 0

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