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Don’t surprise clients with what they don’t expect. Communicate with them early about the challenges in the portfolio.
  • January 29th, 2019
  • 0
When the intent is to serve and help the client, you eventually sell more.
  • January 12th, 2018
  • 0
If you play from the clients side, the referee won't foul you.
  • August 18th, 2017
  • 0
Be so good that client should want to stick to you.
  • March 6th, 2019
  • 0
Most advisors grow through reference from existing clients. There is no need to try different things.
  • June 27th, 2019
  • 0
Leave clients who are rude to you. Dignity is bigger than growth.
  • February 15th, 2019
  • 0
Don’t show off your intelligence to other IFAs. Be silent and humble.
  • April 25th, 2018
  • 0
Some clients are unhappy when returns are not good but most clients are supportive in bad markets. Stay positive and respect clients.
  • March 6th, 2020
  • 0
A client is profitable only when you hold him for long term.
  • August 2nd, 2018
  • 0
Before you deal with a so called good client, make sure he is a good person.
  • July 25th, 2018
  • 0

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