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Be on the clients side, even if they consider you the opponent. With time they will allow you to play from their side.
  • May 2nd, 2018
  • 0
Call ten clients everyday and meet two. That’s the recipe for success.
  • April 30th, 2018
  • 0
The clients must have freedom to explore. IFAs must have the pull to hold the client.
  • April 27th, 2018
  • 0
Don’t show off your intelligence to other IFAs. Be silent and humble.
  • April 25th, 2018
  • 0
Manage your clients. Rest will fall in place.
  • April 24th, 2018
  • 0
Be available to your clients rather than trying to be visible to the world.
  • April 19th, 2018
  • 0
Some clients will leave. Let them go with grace.
  • April 16th, 2018
  • 0
To know the client well is more important than the markets.
  • March 28th, 2018
  • 0
Most clients are loyal to MFDs.
  • March 27th, 2018
  • 0
Clients need comfort in bad markets. Be with them.
  • March 23rd, 2018
  • 0

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