It doesn't matter how many clients you have. What matters is how many of them trust you.
  • September 16th, 2020
  • 1
If you own your client, your clients will never leave you.
  • November 26th, 2019
  • 0
Clients take time to recognize good advice and service. Don't give up.
  • May 19th, 2017
  • 108
All prospects won't become clients. Move ahead and find another.
  • May 2nd, 2017
  • 108
Clients like positive and optimistic IFAs.
  • August 7th, 2018
  • 0
Clients value comfort with advisor more than returns.
  • April 9th, 2019
  • 0
Clients want you to take control of their investments. They want a non emotional decision maker.
  • May 9th, 2019
  • 0
Clients need comfort in bad markets. Be with them.
  • March 23rd, 2018
  • 0
MFDs mostly make an error in judging clients preference whether they want higher returns or safety.
  • November 12th, 2019
  • 0
Preserve clients and employees. Everything else can be rebuilt.
  • April 2nd, 2020
  • 1