test
  • June 14th, 2020
  • 28
The biggest risk is to handle the next generation of existing clients.
  • May 23rd, 2020
  • 1
Circumstances may be against you but clients will support you.
  • May 23rd, 2020
  • 0
Clients want to reduce cost but not if they get quality advice and services.
  • May 23rd, 2020
  • 0
Client meetings are a hundred times more powerful than unfavourable regulations.
  • May 23rd, 2020
  • 0
Scale in mutual fund business depends on mutual understanding between advisor and the client.
  • May 23rd, 2020
  • 0
Taking high risks on client's portfolio doesn't yield high AUM. Have a balanced approach.
  • May 23rd, 2020
  • 0
Exotic products are good for distributors but bad for clients.
  • May 23rd, 2020
  • 0
Out of a billion people, you need only a few hundred clients. There is no competition.
  • May 23rd, 2020
  • 0
Some clients are unhappy when returns are not good but most clients are supportive in bad markets. Stay positive and respect clients.
  • May 23rd, 2020
  • 0