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If you have the expertise, you will have the buyers too.
  • November 13th, 2018
  • 0
There are many types of client. Choose your types.
  • November 12th, 2018
  • 0
For a successful investment advisory profession, you must own the client.
  • November 9th, 2018
  • 0
Don’t lose heart when markets are down and don’t get over excited when markets are high.
  • November 8th, 2018
  • 0
If you short term strategy pays off it doesn’t mean you are a long term player. Manage behaviour not markets.
  • November 6th, 2018
  • 0
Time never stays the same. Good times will come soon.
  • November 5th, 2018
  • 0
Focus on processes and take your eyes off the markets. That’s what top advisors do.
  • November 2nd, 2018
  • 0
Build a business model in such a way that you have freedom of time later on.
  • November 1st, 2018
  • 0
Excessive communication with client is also not good. Keep it moderate.
  • October 31st, 2018
  • 0
Being bullish is good but it must not break the rules of asset allocation. Manage client portfolios with knowledge, not your gut feeling.
  • October 30th, 2018
  • 0

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