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Managing clients behavior is more important than being an expert in data analytics.
  • December 1st, 2017
  • 0
A few existing clients will take you to the top. Make sure they stay with you for life.
  • June 19th, 2020
  • 0
Be active in client servicing. Be passive in portfolio churning.
  • July 16th, 2018
  • 0
Circumstances may be against you but clients will support you.
  • February 19th, 2020
  • 0
A client is profitable only when you hold him for long term.
  • August 2nd, 2018
  • 0
Find new clients. There are millions out there.
  • August 29th, 2019
  • 0
If clients portfolio will yield good results, MFDs portfolio will grow too.
  • May 4th, 2018
  • 0
AUM is a by-product of client meetings.
  • November 7th, 2019
  • 0
Your gut feeling is the most dangerous thing for your clients. Stay away from it while deciding on clients investments.
  • June 8th, 2021
  • 144
Most clients want to stick with their advisor. Do your job well.
  • August 17th, 2017
  • 0

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