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Resist transactions. Lower the action, higher the returns.
  • April 21st, 2020
  • 0
Gut feeling doesn't work while managing clients portfolio. There is no substitute for knowledge.
  • April 17th, 2020
  • 0
Lower portfolio volatility creates loyal customers.
  • April 16th, 2020
  • 0
Advisors need to apply more patience than clients. Fewer transactions mostly result in better returns.
  • April 14th, 2020
  • 0
Low action by investors yields good returns only if their advisors also are also passive by nature.
  • April 10th, 2020
  • 0
If you have to choose between income and clients, protect clients. Income will be automatically saved.
  • April 7th, 2020
  • 0
In periods of crisis, look back and learn how differently you can handle your profession in the future.
  • April 4th, 2020
  • 0
Preserve clients and employees. Everything else can be rebuilt.
  • April 2nd, 2020
  • 1
In difficult times, be more attentive to clients. Service them with faster response time.
  • March 31st, 2020
  • 0
AUM can be built again. Focus on clients service.
  • March 28th, 2020
  • 0

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