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Clients depend on you. Be dependable.
  • November 9th, 2017
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Manage your clients. Rest will fall in place.
  • April 24th, 2018
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Top advisors learn. Mediocre teach unsolicited.
  • July 19th, 2019
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The best of clients emerge from the worst of times.
  • April 22nd, 2020
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Ignorance of advisor is costly for clients.
  • January 31st, 2019
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Most clients want to stick with their advisor. Do your job well.
  • August 17th, 2017
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Clients may forgive if they lose money. They never forget if there is a breach of trust.
  • July 12th, 2019
  • 0
Maintain relationship with clients. One day they will become big and give you big business.
  • June 12th, 2017
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Be active in client servicing. Be passive in portfolio churning.
  • July 16th, 2018
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AUM is a by-product of client meetings.
  • November 7th, 2019
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