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Clients are actually wiser than we thinkPune Young Turks Round Table,

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Key Take-Aways
  • 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.

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