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Your clients risk profile could be different than yours. Don't always sell them what you would buy.
  • March 7th, 2018
  • 0
If you are optimistic, no one can ever replace you.
  • March 6th, 2018
  • 0
MFDs job is to manage emotions more than money.
  • March 5th, 2018
  • 0
Sell financial products as per the need of the client, not on the basis of your own preference.
  • February 28th, 2018
  • 0
Clients will never go extinct and so will IFAs. The form may change.
  • February 27th, 2018
  • 0
Mutual funds are simple products. Keep it that way for clients.
  • February 26th, 2018
  • 0
Do two client meetings today. Repeat every day.
  • February 23rd, 2018
  • 0
Goal based Advisory is a hedge against clients response to volatility.
  • February 22nd, 2018
  • 0
Talking is knowledge. Listening is wisdom.
  • February 21st, 2018
  • 2
Don't just sell returns. Focus on risk adjusted returns.
  • February 20th, 2018
  • 0

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