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In times of crisis, be with the client.
  • October 28th, 2018
  • 0
You don’t need to convince a billion. If you manage to get loyalty of 100 clients you will do well.
  • April 5th, 2019
  • 0
Everyday meet two clients and solve every query you receive. One day you will become a top IFA.
  • November 25th, 2019
  • 0
MFDs suggest clients to ignore daily volatility but they themselves are glued to numbers. Do what you preach.
  • February 12th, 2018
  • 0
Manage your clients. Rest will fall in place.
  • April 24th, 2018
  • 0
Hand holding of client is a bigger expertise than fund selection.
  • May 26th, 2020
  • 0
One of the easiest way to acquire clients is to go back to your old clients.
  • June 1st, 2017
  • 0
Excessive research is injurious to clients portfolio.
  • January 7th, 2020
  • 0
There are all type of clients. Find which one you want.
  • October 10th, 2018
  • 0
Clients expect their financial advisor to be confident. Take informed and matured decisions when managing clients portfolio.
  • August 5th, 2019
  • 0

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