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It’s time to prove your theory of ‘Clients first’.
  • June 4th, 2019
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Rely on your expertise and loyalty of your clients. They will payoff big time.
  • May 31st, 2019
  • 0
The rules of success haven’t changed. Focus on clients.
  • May 28th, 2019
  • 0
Be cautious of clients who are only returns centric. Look for those who are relationship centric.
  • May 23rd, 2019
  • 0
Do the right thing for the client and they will stay with you.
  • May 16th, 2019
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Clients want you to take control of their investments. They want a non emotional decision maker.
  • May 9th, 2019
  • 0
Good clients are first good people.
  • May 7th, 2019
  • 0
All clients want is a competent and loyal advisor. Be that partner. All clients want is a competent and loyal advisor. Be that partner.
  • April 18th, 2019
  • 0
Having wealthy retired people as clients is good. Making aspiring young individuals as client is better.
  • April 17th, 2019
  • 0
Clients value comfort with advisor more than returns.
  • April 9th, 2019
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