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Don't consider yourself an expert until you have seen a few bull and bear cycles.
  • August 22nd, 2017
  • 0
Equity performance is over hyped. There are far too many variables for an investor to make money through it.
  • July 24th, 2018
  • 0
Opportunities are always bigger than challenges. We just need to identify them.
  • April 26th, 2019
  • 1
Focus on net sales, not gross.
  • June 30th, 2017
  • 1
You need to become a better person before you can become a good IFA.
  • May 16th, 2017
  • 1
Clients look for integrity before returns from their financial advisor.
  • August 23rd, 2018
  • 0
Any change is not as good or as bad as they apparently seem to be.
  • September 19th, 2018
  • 0
To swim against the tide is never easy. Yet, many IFAs have grown in tough conditions.
  • September 13th, 2019
  • 0
Being a good behavior manager is better than being the best investment manager.
  • October 26th, 2018
  • 0
Talk less in front of clients.
  • March 21st, 2018
  • 0

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