Knowing your clients well is better than being a market expert.
  • February 8th, 2018
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Clients are not looking for free services. It's upon you to create a value.
  • February 2nd, 2018
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Retain clients. Get rid of competition and pain.
  • January 29th, 2018
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You must believe in your product for the client to believe in it.
  • January 17th, 2018
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When the intent is to serve and help the client, you eventually sell more.
  • January 12th, 2018
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Fund selection is no more a value creation. Find something else to retain clients.
  • January 8th, 2018
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Have an eye on risk in clients portfolio. Don't go overboard.
  • January 6th, 2018
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Clients are generally indifferent to regulations. They value relationships more.
  • January 5th, 2018
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The only resolve that brings result is to meet two clients a day.
  • January 2nd, 2018
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Leave everything. Focus on client engagement.
  • December 21st, 2017
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