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Philip Palaveev quotes

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    I Like this quote I dislike this quote“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.”

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    I Like this quote I dislike this quote“It's not a massive migration, but it's no small potatoes either.”

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    I Like this quote I dislike this quote“Trust is the No. 1 factor in selecting and staying with an advisor.”

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