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Your gut feeling is the most dangerous thing for your clients. Stay away from it while deciding on clients investments.
  • June 8th, 2021
  • 144
Clients will always be irrational. That’s why they need rational advisors.
  • January 15th, 2019
  • 0
Make sure you and client respect each other at the same level.
  • August 3rd, 2018
  • 0
AUM is a by-product of client meetings.
  • November 7th, 2019
  • 0
Clients value a learned distributor more than a smart one who is just good with words.
  • February 25th, 2019
  • 0
Have absolute focus on ‘Client First’ philosophy. It will make you their preferred advisor.
  • January 24th, 2019
  • 0
All prospects won't become clients. Move ahead and find another.
  • May 2nd, 2017
  • 108
Be active in client servicing. Be passive in portfolio churning.
  • July 16th, 2018
  • 0
Build trust with clients. It yields higher trail.
  • November 6th, 2019
  • 0
Put client interest before everything else. This will put you ahead of everyone else.
  • September 21st, 2020
  • 1

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