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To know the client well is more important than the markets.
  • March 28th, 2018
  • 0
Most clients are loyal to MFDs.
  • March 27th, 2018
  • 0
Clients need comfort in bad markets. Be with them.
  • March 23rd, 2018
  • 0
Talk less in front of clients.
  • March 21st, 2018
  • 0
Your clients believe in you. Never break their trust.
  • March 20th, 2018
  • 0
Your clients risk profile could be different than yours. Don't always sell them what you would buy.
  • March 7th, 2018
  • 0
Sell financial products as per the need of the client, not on the basis of your own preference.
  • February 28th, 2018
  • 0
Clients will never go extinct and so will IFAs. The form may change.
  • February 27th, 2018
  • 0
Mutual funds are simple products. Keep it that way for clients.
  • February 26th, 2018
  • 0
Do two client meetings today. Repeat every day.
  • February 23rd, 2018
  • 0

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