The clients must have freedom to explore. IFAs must have the pull to hold the client.
  • April 27th, 2018
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Don’t show off your intelligence to other IFAs. Be silent and humble.
  • April 25th, 2018
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Manage your clients. Rest will fall in place.
  • April 24th, 2018
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Be available to your clients rather than trying to be visible to the world.
  • April 19th, 2018
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Some clients will leave. Let them go with grace.
  • April 16th, 2018
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Returns make clients happy. Great service makes them loyal.
  • January 5th, 2021
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To know the client well is more important than the markets.
  • March 28th, 2018
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Clients believe you more than you think. Do your best.
  • February 16th, 2018
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Own your client. They will back you up.
  • February 14th, 2018
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MFDs suggest clients to ignore daily volatility but they themselves are glued to numbers. Do what you preach.
  • February 12th, 2018
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