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Low action by investors yields good returns only if their advisors also are also passive by nature.
  • April 10th, 2020
  • 0
A decade of hard work brings reward for many decades in financial advisory profession.
  • January 18th, 2019
  • 1
Don't expect overnight success. Earn it.
  • August 24th, 2017
  • 0
Respect the industry that feeds you.
  • June 5th, 2018
  • 0
Do the right things and forget the implications. After a few years you will be glad with the results.
  • October 23rd, 2018
  • 0
You job is to find clients who believe in you.
  • August 23rd, 2017
  • 0
Staying in business is a big thing. The storms will pass.
  • January 10th, 2020
  • 0
Your high equity AUM is not a proof of your quality. Sell debt too.
  • June 6th, 2018
  • 0
Euphoria is short term. Asset allocation works in long term.
  • May 22nd, 2019
  • 0
The next set of advisors who will grow exponentially are the ones who look beyond the current crisis.
  • May 8th, 2020
  • 0

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