Clients Quote by Jean-Marie Eveillard
“I would rather lose half of our clients than half of our clients' money.”
About This Quote
The speaker prefers losing half the clients over losing half their money, emphasizing the paramount importance of protecting client assets above client numbers.
In simple terms: Protect money, not just client count.
Prioritize asset safety over client volume.
Themes
Mood
Type
When to use this quote
- wealth management
- financial advisory
- risk assessment
- client retention
- portfolio review
Key Concepts
Questions to Reflect On
- What safeguards can you implement?
- How do you balance client count with asset protection?
Focusing solely on assets may limit growth opportunities.