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All clients want is a competent and loyal advisor. Be that partner. All clients want is a competent and loyal advisor. Be that partner.
  • April 18th, 2019
  • 0
A few existing clients will take you to the top. Make sure they stay with you for life.
  • June 19th, 2020
  • 0
Clients will settle for lower returns but they hate high volatility.
  • June 18th, 2019
  • 0
If you fear your clients will leave you, they will. Rather, you should develop capability.
  • July 15th, 2020
  • 0
Everybody won’t become your client. Move on to the next.
  • May 17th, 2018
  • 0
Clients want a person by their side who feels responsible for their money. Be that person.
  • December 11th, 2020
  • 2
In times of crisis, be with the client.
  • October 28th, 2018
  • 0
Most clients are loyal to their advisors. Don’t worry about few who are not.
  • December 3rd, 2018
  • 0
Having wealthy retired people as clients is good. Making aspiring young individuals as client is better.
  • April 17th, 2019
  • 0
Don’t expose clients with too much equity. Don’t jump to buy equity at every fall.
  • October 9th, 2018
  • 0

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