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Clients are comfortable with debt returns. IFAs are obsessed with equity.
  • January 16th, 2020
  • 0
The rule is same for the good times and the bad times. Meet two clients every day.
  • July 29th, 2019
  • 0
Fund selection is no more a value creation. Find something else to retain clients.
  • January 8th, 2018
  • 0
Do two client meetings today. Repeat every day.
  • February 23rd, 2018
  • 0
Make sure you and client respect each other at the same level.
  • August 3rd, 2018
  • 0
Some prospects will never become clients. Leave them and find new ones.
  • September 22nd, 2017
  • 0
Client meetings are hundred times more powerful than unfavourable regulations.
  • February 21st, 2020
  • 0
Talk less in front of clients.
  • March 21st, 2018
  • 0
Client's loyalty is won by trust and transparency. Returns comes far later.
  • January 19th, 2021
  • 2
Excessive communication with client is also not good. Keep it moderate.
  • October 31st, 2018
  • 0

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