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Clients will always be irrational. That’s why they need rational advisors.
  • January 15th, 2019
  • 0
Distributors talk about asset allocation but they are obsessed with equity.
  • January 14th, 2019
  • 0
Integrity wins loyal clients.
  • January 11th, 2019
  • 0
The purpose of noise is to distract you from doing your best. Remain focused.
  • January 10th, 2019
  • 0
Fear of regulation is more dangerous than falling markets. It drives MFDs out of business.
  • January 9th, 2019
  • 0
Focus on clients. Delegate everything else.
  • January 8th, 2019
  • 0
There are pros and cons of passive and active investing but passive strategy saves you time too.
  • January 7th, 2019
  • 0
Mutual fund distribution business is not about 5,000 customers for 5 years. It is about 30 clients for 30 years.
  • January 4th, 2019
  • 0
The single most important growth mantra is ‘Client Meetings’.
  • January 3rd, 2019
  • 0
Focus on wealth protection and goal achievement, not just on performance.
  • January 2nd, 2019
  • 0

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