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AUM can be built again. Focus on clients service.
  • March 28th, 2020
  • 0
When everything is falling, clients will lift you up.
  • March 20th, 2020
  • 0
Reducing volatility on the client's portfolio is an important aspect of the advisory business.
  • March 18th, 2020
  • 0
Be in touch with clients, in good as well as in bad times.
  • March 14th, 2020
  • 0
Some clients are unhappy when returns are not good but most clients are supportive in bad markets. Stay positive and respect clients.
  • March 6th, 2020
  • 0
Exotic products are good for distributors but bad for clients.
  • March 3rd, 2020
  • 0
Scale in mutual fund business depends on mutual understanding between advisor and the client.
  • February 25th, 2020
  • 0
Client meetings are hundred times more powerful than unfavourable regulations.
  • February 21st, 2020
  • 0
Circumstances may be against you but clients will support you.
  • February 19th, 2020
  • 0
The biggest risk is to handle the next generation of existing clients.
  • February 14th, 2020
  • 0

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