During tough times, be in touch with clients. Don’t overdo it.
  • August 26th, 2019
  • 0
Be active in client servicing. Be passive in portfolio churning.
  • July 16th, 2018
  • 0
Clients value a learned distributor more than a smart one who is just good with words.
  • February 25th, 2019
  • 0
Clients are the best teacher. They will teach you how to sell.
  • March 13th, 2019
  • 0
When markets don’t do well, you still can do your best. Keep meeting existing clients and keep prospecting too.
  • October 25th, 2018
  • 0
Grow with clients, not before them.
  • April 3rd, 2019
  • 0
If you hold clients who are millionaire today for long, you would yourself become a billionaire.
  • September 6th, 2018
  • 0
This is the time to service the clients well. Don't worry about AUM and income.
  • April 28th, 2020
  • 0
For a successful investment advisory profession, you must own the client.
  • November 9th, 2018
  • 0
If you fear your clients will leave you, they will. Rather, you should develop capability.
  • July 15th, 2020
  • 0