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Exotic products are good for distributors but bad for clients.
  • March 3rd, 2020
  • 0
Hand holding of client is a bigger expertise than fund selection.
  • May 26th, 2020
  • 0
Don’t surprise clients with what they don’t expect. Communicate with them early about the challenges in the portfolio.
  • January 29th, 2019
  • 0
Clients like short answers with conviction, not long explanations with confusion.
  • March 20th, 2019
  • 0
Clients will never go extinct and so will IFAs. The form may change.
  • February 27th, 2018
  • 0
Stay on clients side during tough times. They will flock to you during good times.
  • August 22nd, 2019
  • 0
In times of crisis, be with the client.
  • October 28th, 2018
  • 0
Retain clients. Get rid of competition and pain.
  • January 29th, 2018
  • 0
Choose your clients and then treat them as family.
  • July 18th, 2020
  • 0
Don’t show off your intelligence to other IFAs. Be silent and humble.
  • April 25th, 2018
  • 0

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