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Do the right thing for the client and they will stay with you.
  • May 16th, 2019
  • 0
Clients will save you.
  • January 9th, 2020
  • 0
Clients can accept losses but not if their advisor doesn't pay attention to their portfolio.
  • June 9th, 2020
  • 0
Clients believe you more than you think. Do your best.
  • February 16th, 2018
  • 0
Crisis is market is an opportunity for the advisor to strengthen client relationship.
  • October 3rd, 2018
  • 0
Meet prospects without pre conceived notion whether they will become your client or not. Eventually, it will work in your favour.
  • March 1st, 2019
  • 0
Leave the client but never criticise them.
  • November 8th, 2017
  • 0
Clients (equities) and distributor (trail) both make money by waiting.
  • August 20th, 2018
  • 0
Own your client. They will back you up.
  • February 14th, 2018
  • 0
Having wealthy retired people as clients is good. Making aspiring young individuals as client is better.
  • April 17th, 2019
  • 0

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