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Being on side on client doesn’t mean agreeing to everything that is not right. Act as an advisor, not just executor.
  • December 24th, 2018
  • 0
Redemptions are part of business. Mostly, clients come back with higher Investments.
  • August 27th, 2019
  • 0
Clients don't have a view. They want your view.
  • November 10th, 2017
  • 0
Most advisors grow through reference from existing clients. There is no need to try different things.
  • June 27th, 2019
  • 0
Be cautious of clients who are only returns centric. Look for those who are relationship centric.
  • May 23rd, 2019
  • 0
Focus on clients. It defines 80% of business growth.
  • February 7th, 2020
  • 0
MFDs mostly make an error in judging clients preference whether they want higher returns or safety.
  • November 12th, 2019
  • 0
It takes time for a client to become loyal to you. Have patience and keep doing your good work.
  • July 22nd, 2019
  • 0
This is the time to service the clients well. Don't worry about AUM and income.
  • April 28th, 2020
  • 0
Clients need comfort in bad markets. Be with them.
  • March 23rd, 2018
  • 0

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