Most clients want to stick with their advisor. Do your job well.
  • August 17th, 2017
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Integrity is in short supply in the world and therefore highly priced. Manufacture integrity.
  • August 16th, 2017
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Everyone business is challenging. Handle the challenge and move ahead.
  • August 14th, 2017
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Follow-up with client is important but don't overdo it.
  • August 11th, 2017
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Fairness is rewarded handsomely in advisory profession.
  • August 10th, 2017
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Every correction is not an opportunity to buy. Apply wisdom.
  • August 9th, 2017
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Add a zero to your vision.
  • August 8th, 2017
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New IFAs will go past many old IFAs. What's the excuse of old IFAs then?
  • August 7th, 2017
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SIP is a process. It always works.
  • August 4th, 2017
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Meeting clients = Increase in AUM.
  • August 3rd, 2017
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