IFAs advice clients not to time the markets. It's time IFAs start practising this.
  • May 29th, 2017
  • 3
Client meetings, client calling and client review; that's all you need to do. Rest all must be delegated.
  • May 26th, 2017
  • 212
Show me your belief, not doubt and I will show you the door of success.
  • May 25th, 2017
  • 0
Receipe to become a top IFA; Two meetings a day.
  • May 24th, 2017
  • 212
It takes time to reap the rewards. Keep selling mutual funds.
  • May 23rd, 2017
  • 211
Clients look for trust more than returns.
  • May 22nd, 2017
  • 0
Clients take time to recognize good advice and service. Don't give up.
  • May 19th, 2017
  • 210
Markets will rarely trade at fair value. Never hurry to buy and never jump to sell.
  • May 18th, 2017
  • 3
Many IFAs talk about asset allocation but mostly promote equity funds. This will hurt later.
  • May 17th, 2017
  • 0
You need to become a better person before you can become a good IFA.
  • May 16th, 2017
  • 1