Clients Quote by Rick Santelli
“One thing that served me well with clients was that you back your winners and you back your losers.”
About This Quote
Source Interview: CNBC, 2013, Financial commentary
Successful client management involves supporting both winners and losers equally.
In simple terms: Back both winners and losers.
Key Takeaway
Treat all clients fairly.
Themes
finance
client relations
risk management
Mood
pragmatic
balanced
Type
advisory
financial
When to use this quote
- portfolio management
- advisory services
- client onboarding
Key Concepts
support
balance
investment strategy
Questions to Reflect On
- How do you motivate underperformers?
- Is equal support always optimal?
A Different Perspective
May ignore performance-based incentives.
![“Those are all real things that I experienced, not with [my daughters] growing up but with the, you know - I'm trying not to step into something and get a call, "Dad why'd you say that?"! But we'd go to games [where score wasn't kept], and I'd get it, but I wouldn't get it, because I think there's…” quote by Billy Crystal](https://sms4smile.com/quotes/img-quotes/c5b/billy-crystal-6588_appreciate_those-are-all-real-things-that-i-experie_366126.jpg)
