The fine art of successful selling

So ingrained is the file-and-forget mentality towards investment that many advisers will automatically think the art of selling is all about how to sell an investment product to a client. Every successful IFA already knows that. No, this is about when clients should sell investment products that you sold to them previously. Few IFAs know that. Testimony to this is provided by portfolios littered with the winners of the last decade, for most have become this decade's flops. Even if the product turns out to be a long-term winner, there are significant setbacks, as the performance of the F...