Many clients will stay with their advisors for life. An MFD needs a few of them.
  • June 25th, 2019
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Clients don't have a view. They want your view.
  • November 10th, 2017
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If you call yourself an advisor, you must always give advice which is in the interest of the client.
  • October 25th, 2019
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If you fear your clients will leave you, they will. Rather, you should develop capability.
  • July 15th, 2020
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Top advisors learn. Mediocre teach unsolicited.
  • July 19th, 2019
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Simplicity scores over research while advising clients.
  • July 3rd, 2019
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We must understand that we work for clients. It’s just that AMCs pay us on their behalf.
  • July 5th, 2019
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If you play from the clients side, the referee won't foul you.
  • August 18th, 2017
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There is enough business out there. Go out and meet clients.
  • July 17th, 2019
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A few clients will take you to the top. Have patience and serve clients well.
  • February 7th, 2019
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