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Proper asset allocation and being neutral on market works.
  • April 23rd, 2019
  • 0
Client meetings, client calling and client review; that's all you need to do. Rest all must be delegated.
  • May 26th, 2017
  • 109
Bias is the enemy of advisory business.
  • December 27th, 2019
  • 0
The reason many IFAs don’t grow big is because they think small. Failure to achieve a challenging target is better than getting past a mediocre goal.
  • September 4th, 2018
  • 0
Put discipline in your work. Your output will double.
  • November 29th, 2017
  • 0
Market volatility troubles daily but not in the long term. Same with regulations.
  • December 14th, 2018
  • 0
Clients are comfortable with debt returns. IFAs are obsessed with equity.
  • January 16th, 2020
  • 0
Your gut feeling is the most dangerous thing for your clients. Stay away from it while deciding on clients investments.
  • June 8th, 2021
  • 144
Be calm of clients behaviour. They come to you because they can’t handle their own behaviour.
  • March 26th, 2019
  • 0
Every correction is not an opportunity to buy. Apply wisdom.
  • August 9th, 2017
  • 0

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