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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
Clients are the best teacher. They will teach you how to sell.
  • March 13th, 2019
  • 0
Clients want a person by their side who feels responsible for their money. Be that person.
  • December 11th, 2020
  • 2
Clients will settle for lower returns but they hate high volatility.
  • June 18th, 2019
  • 0
Have an eye on risk in clients portfolio. Don't go overboard.
  • January 6th, 2018
  • 0
Clients don't have a view. They want your view.
  • November 10th, 2017
  • 0
Leave clients who don’t treat you well.
  • June 15th, 2018
  • 0
Simplicity scores over research while advising clients.
  • July 3rd, 2019
  • 0
MFDs mostly make an error in judging clients preference whether they want higher returns or safety.
  • November 12th, 2019
  • 0
Reducing volatility on the client's portfolio is an important aspect of the advisory business.
  • March 18th, 2020
  • 0

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