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Resist transactions. Lower the action, higher the returns.
  • April 21st, 2020
  • 0
Rely on your expertise and loyalty of your clients. They will payoff big time.
  • May 31st, 2019
  • 0
Greater the risk, greater the value of advice.
  • March 4th, 2019
  • 0
Focus on your AUM, not the other IFAs business.
  • January 15th, 2020
  • 0
It takes time but quality prevails. Wise advisors will shine after the storm passes away.
  • February 1st, 2019
  • 0
Clients talk long term but they hate losing money in the short term. Construct portfolio accordingly.
  • March 14th, 2019
  • 0
Apply common sense more than your gut feeling when advising clients.
  • September 19th, 2019
  • 0
Selling creates pressure. Advisory maintains your self respect.
  • October 17th, 2017
  • 0
AUM can be built again. Focus on clients service.
  • March 28th, 2020
  • 0
Ignore everything. Focus on clients need.
  • December 24th, 2019
  • 0

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