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AUM and humility speaks silently. Big talks and arrogance are useless.
  • August 28th, 2018
  • 0
Targets are achieved easily when doubled.
  • August 24th, 2018
  • 0
Clients look for integrity before returns from their financial advisor.
  • August 23rd, 2018
  • 0
If you have clients you have everything. Preserve them.
  • August 21st, 2018
  • 0
Clients (equities) and distributor (trail) both make money by waiting.
  • August 20th, 2018
  • 0
Most clients value relationship with MFDs as more important than high returns.
  • August 17th, 2018
  • 0
If you serve your clients well, you will survive all turbulences.
  • August 16th, 2018
  • 0
Provide guaranteed service. Returns are anyways not guaranteed.
  • August 14th, 2018
  • 0
Mindshare of MFDs on disruptions happening in the industry is killing their own future. Stay focused on your work.
  • August 13th, 2018
  • 0
Best practices works best when implemented.
  • August 10th, 2018
  • 0

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