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Fund selection is no more a value creation. Find something else to retain clients.
  • January 8th, 2018
  • 0
When the intent is to serve and help the client, you eventually sell more.
  • January 12th, 2018
  • 0
You must believe in your product for the client to believe in it.
  • January 17th, 2018
  • 0
Some clients will leave. Let them go with grace.
  • April 16th, 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
The clients must have freedom to explore. IFAs must have the pull to hold the client.
  • April 27th, 2018
  • 0
Returns make clients happy. Great service makes them loyal.
  • January 5th, 2021
  • 0
To know the client well is more important than the markets.
  • March 28th, 2018
  • 0

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