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AUM is a by-product of client meetings.
  • November 7th, 2019
  • 0
Meet a few clients every day. Its the staircase for success.
  • August 31st, 2017
  • 1
Trail is paid for handling clients during tough times.
  • May 5th, 2020
  • 0
Only one thing will protect you. The loyalty of your clients.
  • December 19th, 2019
  • 2
Mutual Funds are good products but not the only products. Explore other options too.
  • January 29th, 2021
  • 5
Be critical of yourself, not the industry.
  • June 13th, 2020
  • 0
If you play from the clients side, the referee won't foul you.
  • August 18th, 2017
  • 0
Most clients are loyal to their advisors. Don’t worry about few who are not.
  • December 3rd, 2018
  • 0
Clients are looking for a knowledgeable and respectable advisor. There is no competition here.
  • May 29th, 2018
  • 0
Advisors job is to hedge the risk, not predict the returns.
  • December 13th, 2019
  • 3

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