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Before you deal with a so called good client, make sure he is a good person.
  • July 25th, 2018
  • 0
Being bullish is good but it must not break the rules of asset allocation. Manage client portfolios with knowledge, not your gut feeling.
  • October 30th, 2018
  • 0
References are key to growth of business. Serve your clients well.
  • July 5th, 2018
  • 0
If you own your client, your clients will never leave you.
  • November 26th, 2019
  • 0
All prospects won't become clients. Move ahead and find another.
  • May 2nd, 2017
  • 108
When the intent is to serve and help the client, you eventually sell more.
  • January 12th, 2018
  • 0
Your clients believe in you. Never break their trust.
  • March 20th, 2018
  • 0
Most clients are loyal to MFDs.
  • March 27th, 2018
  • 0
Clients want a responsible advisor. If they get it, they would stay.
  • October 11th, 2019
  • 0
MFDs mostly make an error in judging clients preference whether they want higher returns or safety.
  • November 12th, 2019
  • 0

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