Do what you think is right for the client. Let the clients decide who is the best for them.
  • August 14th, 2020
  • 0
Make sure you and client respect each other at the same level.
  • August 3rd, 2018
  • 0
Be on the client side. Always.
  • June 29th, 2017
  • 0
Quality of clients = Quality of Business.
  • June 10th, 2019
  • 0
Make good human beings as your client and wait for them to grow. Stay with them and you shall grow too.
  • April 1st, 2019
  • 0
Clients want a person by their side who feels responsible for their money. Be that person.
  • December 11th, 2020
  • 2
If clients portfolio will yield good results, MFDs portfolio will grow too.
  • May 4th, 2018
  • 0
Most clients are loyal to MFDs.
  • March 27th, 2018
  • 0
Your gut feeling is the most dangerous thing for your clients. Stay away from it while deciding on clients investments.
  • June 8th, 2021
  • 144
Delegate everything. Your job is to meet clients, review portfolio and sharpen your saw.
  • July 2nd, 2019
  • 0