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One relationship can handle no more than 200 active clients. Choose clients wisely.
  • November 13th, 2017
  • 0
In difficult times, be more attentive to clients. Service them with faster response time.
  • March 31st, 2020
  • 0
The faster you take your eyes off the disruptions happening in the industry, the faster you will get on track.
  • October 2nd, 2020
  • 1
Clients want to be comfortable with their investments. They talk returns but expect safety first.
  • July 11th, 2020
  • 0
Disruptions will keep happening. MFDs will keep growing.
  • December 7th, 2018
  • 0
When everything is falling, clients will lift you up.
  • March 20th, 2020
  • 0
‘Direct’ is a risk but MFDs negativity is a bigger hazard to their growth.
  • June 1st, 2018
  • 0
If you serve your clients well, you will survive all turbulences.
  • August 16th, 2018
  • 0
Don't just follow top MFDs. Work hard to become one.
  • March 19th, 2018
  • 0
MFDs need unity, not just individual opinions.
  • May 27th, 2019
  • 0

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