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The biggest risk is to handle the next generation of existing clients.
  • February 14th, 2020
  • 0
Businesses are not dependent on products. They grow based on how you treat your clients.
  • June 12th, 2018
  • 0
Leave clients who don’t treat you well.
  • June 15th, 2018
  • 0
Treat clients money as your own when it comes to advice.
  • May 8th, 2018
  • 0
What matters is a few hundred active clients, not thousands of inactive ones.
  • June 21st, 2018
  • 0
Integrity was, is and will always be the first requirement in managing clients money.
  • June 25th, 2018
  • 0
Clients are generally risk averse. Don’t oversell risk.
  • July 2nd, 2018
  • 0
Fifty loyal clients can feed you for fifty years.
  • June 20th, 2018
  • 0
Don’t run after clients. Walk with them.
  • June 18th, 2018
  • 0
Manage client’s behavior, not funds.
  • June 14th, 2018
  • 0

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