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It takes time for a client to become loyal to you. Have patience and keep doing your good work.
  • July 22nd, 2019
  • 0
Deal only with those clients who respects you.
  • May 15th, 2018
  • 0
Delegate everything. Your job is to meet clients, review portfolio and sharpen your saw.
  • July 2nd, 2019
  • 0
There are many types of client. Choose your types.
  • November 12th, 2018
  • 0
Great advisors make their clients a passive investor.
  • October 21st, 2019
  • 0
Mutual fund distribution business is not about 5,000 customers for 5 years. It is about 30 clients for 30 years.
  • January 4th, 2019
  • 0
Low conflict of interest = high loyalty of clients.
  • June 27th, 2020
  • 0
Your clients risk profile could be different than yours. Don't always sell them what you would buy.
  • March 7th, 2018
  • 0
Clients want total advisory, not just mutual funds. Learn about all products available in the market place.
  • July 25th, 2019
  • 0
Most advisors grow through reference from existing clients. There is no need to try different things.
  • June 27th, 2019
  • 0

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