To subscribe to our emailers, all you have to do is fill in these basic details and click the Submit button. You will start receiving regular mails from Wealth Forum updating you on fresh content on our site.
Distinguish between the product and the proposition vs the expectation. Deal with the expectation but don't rubbish the product or the proposition because of expectations.
Either manage their expectation, otherwise, it is better to leave their business. Certain products are more accepted at certain times. Do not bash a product as it may have done wonders for some.
Clients who have made money have vast life experience and are capable of judging you. Don't underestimate them just because you are speaking in jargon. Simplify your jargon and communication.
It is a myth that you can just convince clients with just returns. They may have other needs like liquidity and regular income. Understand their expectations and explain dividends may not be regular.