If you fear your clients will leave you, they will. Rather, you should develop capability.
  • July 15th, 2020
  • 0
A growth oriented advisor is always looking to enhance his skills. Others are always looking to criticize the system.
  • July 14th, 2020
  • 0
Clients want to be comfortable with their investments. They talk returns but expect safety first.
  • July 11th, 2020
  • 0
Advisors obsession and bias for equity is not a good thing. Never ignore the power of asset allocation.
  • July 10th, 2020
  • 0
Regulations may be tough but alignment is a must for growth.
  • July 9th, 2020
  • 0
Be interested in your clients, not the nuisance of industry gossip.
  • July 8th, 2020
  • 0
Do your job. Clients will get filtered over time.
  • July 7th, 2020
  • 0
STP and SWP are great products to increase AUM faster.
  • July 4th, 2020
  • 0
A bad period of business environment is a good period for systems Improvement.
  • July 2nd, 2020
  • 0
To have awesome clients, become an awesome advisor.
  • July 1st, 2020
  • 0