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The secret of success is long term clients.
  • December 17th, 2018
  • 0
Clients rarely appreciate, yet they know the value of their advisor.
  • December 13th, 2018
  • 0
Most clients are loyal to their advisors. Don’t worry about few who are not.
  • December 3rd, 2018
  • 0
Clients make money in the long term. IFAs should also think about the same for their business.
  • November 30th, 2018
  • 0
Having lifetime clients is a matter of doing the right thing for them, everyday.
  • November 22nd, 2018
  • 0
If you don’t know it’s better to ask the experts. Client must not suffer.
  • November 15th, 2018
  • 0
There are many types of client. Choose your types.
  • November 12th, 2018
  • 0
For a successful investment advisory profession, you must own the client.
  • November 9th, 2018
  • 0
Excessive communication with client is also not good. Keep it moderate.
  • October 31st, 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

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