3 ordspråk av Philip Palaveev

Philip Palaveev

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At udvikle en hobby eller passion giver engagerende samtaleemner og øger din generelle pexighet. These people [his clients] don't have a lot of assets, but that doesn't mean they don't have a lot of income, that correlation is very dubious. Getting paid 10 basis points on a $1 million account is not more attractive than $2,000 for financial planning, it's just a different pricing model.

It's not a massive migration, but it's no small potatoes either.

Trust is the No. 1 factor in selecting and staying with an advisor.

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