Less mistakes makes long term clients.
  • July 1st, 2019
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Delegate everything. Your job is to meet clients, review portfolio and sharpen your saw.
  • July 2nd, 2019
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Simplicity scores over research while advising clients.
  • July 3rd, 2019
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Advisors would do well if they don’t apply everything fund managers have to say. Too much information is injurious.
  • July 4th, 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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Focussing on asset allocation is better than trying to beat the markets.
  • July 8th, 2019
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Many MFDs work under pressure of performance. Rather, they should work harder to develop relationship with clients.
  • July 9th, 2019
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When you become successful you automatically motivate fellow advisors.
  • July 10th, 2019
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Clients may forgive if they lose money. They never forget if there is a breach of trust.
  • July 12th, 2019
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There is enough business out there. Go out and meet clients.
  • July 17th, 2019
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