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Focussing on asset allocation is better than trying to beat the markets.
  • July 8th, 2019
  • 0
We must understand that we work for clients. It’s just that AMCs pay us on their behalf.
  • July 5th, 2019
  • 0
Advisors would do well if they don’t apply everything fund managers have to say. Too much information is injurious.
  • July 4th, 2019
  • 0
Simplicity scores over research while advising clients.
  • July 3rd, 2019
  • 0
Delegate everything. Your job is to meet clients, review portfolio and sharpen your saw.
  • July 2nd, 2019
  • 0
Less mistakes makes long term clients.
  • July 1st, 2019
  • 0
Most advisors grow through reference from existing clients. There is no need to try different things.
  • June 27th, 2019
  • 0
Bring in assets. Revenue will catch up.
  • June 26th, 2019
  • 0
Many clients will stay with their advisors for life. An MFD needs a few of them.
  • June 25th, 2019
  • 0
True experts respect the markets. Fools project themselves as smarter.
  • July 15th, 2019
  • 0

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