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Don’t just sell mutual funds. Make loyal clients.
  • September 26th, 2018
  • 0
Reducing volatility on the client's portfolio is an important aspect of the advisory business.
  • March 18th, 2020
  • 0
Most clients want to stick with their advisor. Do your job well.
  • August 17th, 2017
  • 0
Don’t expose clients with too much equity. Don’t jump to buy equity at every fall.
  • October 9th, 2018
  • 0
Do what you think is right for the client. Let the clients decide who is the best for them.
  • August 14th, 2020
  • 0
If you play from the clients side, the referee won't foul you.
  • August 18th, 2017
  • 0
If you fear your clients will leave you, they will. Rather, you should develop capability.
  • July 15th, 2020
  • 0
If you hold clients who are millionaire today for long, you would yourself become a billionaire.
  • September 6th, 2018
  • 0
Clients want total advisory, not just mutual funds. Learn about all products available in the market place.
  • July 25th, 2019
  • 0
Preserve clients and employees. Everything else can be rebuilt.
  • April 2nd, 2020
  • 1

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