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If you fear your clients will leave you, they will. Rather, you should develop capability.
  • July 15th, 2020
  • 0
Clients want to be comfortable with their investments. They talk returns but expect safety first.
  • July 11th, 2020
  • 0
Be interested in your clients, not the nuisance of industry gossip.
  • July 8th, 2020
  • 0
Do your job. Clients will get filtered over time.
  • July 7th, 2020
  • 0
To have awesome clients, become an awesome advisor.
  • July 1st, 2020
  • 0
Low conflict of interest = high loyalty of clients.
  • June 27th, 2020
  • 0
Clients are more loyal to their advisors than many advisors to their clients.
  • June 25th, 2020
  • 0
A few existing clients will take you to the top. Make sure they stay with you for life.
  • June 19th, 2020
  • 0
Clients can accept losses but not if their advisor doesn't pay attention to their portfolio.
  • June 9th, 2020
  • 0
If you need more than two reviews a year for a client, it could mean your asset allocation is not right.
  • June 3rd, 2020
  • 0

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