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There are all type of clients. Find which one you want.
  • October 10th, 2018
  • 0
Clients value comfort with advisor more than returns.
  • April 9th, 2019
  • 0
Focus on clients. It defines 80% of business growth.
  • February 7th, 2020
  • 0
Choose your clients and then treat them as family.
  • July 18th, 2020
  • 0
Active clients and active advice are both dangerous for long term business.
  • December 31st, 2018
  • 0
Low conflict of interest = high loyalty of clients.
  • June 27th, 2020
  • 0
When markets don’t do well, you still can do your best. Keep meeting existing clients and keep prospecting too.
  • October 25th, 2018
  • 0
MFDs suggest clients to ignore daily volatility but they themselves are glued to numbers. Do what you preach.
  • February 12th, 2018
  • 0
Integrity was, is and will always be the first requirement in managing clients money.
  • June 25th, 2018
  • 0
Exotic products are good for distributors but bad for clients.
  • March 3rd, 2020
  • 0

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