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Be active in client servicing. Be passive in portfolio churning.
  • July 16th, 2018
  • 0
It’s time to prove your theory of ‘Clients first’.
  • June 4th, 2019
  • 0
There are clients who will leave and there are clients who would stay with you. Be optimistic about your business.
  • September 25th, 2018
  • 0
Talk less in front of clients.
  • March 21st, 2018
  • 0
Do two client meetings today. Repeat every day.
  • February 23rd, 2018
  • 0
In times of crisis, be with the client.
  • September 28th, 2018
  • 0
If you own your client, your clients will never leave you.
  • November 26th, 2019
  • 0
Many clients will stay with their advisors for life. An MFD needs a few of them.
  • June 25th, 2019
  • 0
Clients place more value to solutions and service than returns.
  • November 27th, 2019
  • 0
If you serve your clients well, you will survive all turbulences.
  • August 16th, 2018
  • 0

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