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Scale in mutual fund business depends on mutual understanding between advisor and the client.
  • February 25th, 2020
  • 0
Clients value comfort with advisor more than returns.
  • April 9th, 2019
  • 0
Most clients are loyal to MFDs.
  • March 27th, 2018
  • 0
Too much analysis is injurious to client’s portfolio.
  • July 13th, 2018
  • 0
Ignore everything. Focus on clients need.
  • December 24th, 2019
  • 0
If you hold clients who are millionaire today for long, you would yourself become a billionaire.
  • September 6th, 2018
  • 0
Focus on clients. It defines 80% of business growth.
  • February 7th, 2020
  • 0
The best of clients emerge from the worst of times.
  • April 22nd, 2020
  • 0
There are many types of client. Choose your types.
  • November 12th, 2018
  • 0
Don’t show off your intelligence to other IFAs. Be silent and humble.
  • April 25th, 2018
  • 0

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