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Returns are secondary for clients. They hate losses.
  • December 30th, 2020
  • 5
Great service makes more loyal clients than great returns.
  • July 30th, 2020
  • 3
Clients want a person by their side who feels responsible for their money. Be that person.
  • December 11th, 2020
  • 2
Client's loyalty is won by trust and transparency. Returns comes far later.
  • January 19th, 2021
  • 2
There is just one religion for MFDs. It is called 'Client Interest First'.
  • December 2nd, 2020
  • 2
Preserve clients and employees. Everything else can be rebuilt.
  • April 2nd, 2020
  • 1
Clients are like God's angel. They protect us when things go bad.
  • November 17th, 2020
  • 1
What clients say and what they mean are two different things. Your job is to decode it.
  • October 29th, 2019
  • 1
Put client interest before everything else. This will put you ahead of everyone else.
  • September 21st, 2020
  • 1
It doesn't matter how many clients you have. What matters is how many of them trust you.
  • September 16th, 2020
  • 1

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