Say NO to clients with unrealistic expectations

Pune Distributors & Advisors Round Table

Continuing our series of Distributor & Advisor Round Tables (DART), our Pune DART suggested practical ways to guide investors with unrealistic returns expectations – with numbers, with logic, with gentle persuasion – and where required, by simply saying NO.

Related videos:
Chennai DART: What should we do when clients ask for balanced funds?
Jaipur DART: Who set these unrealistic investor expectations?

Share this article