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Many MFDs work under pressure of performance. Rather, they should work harder to develop relationship with clients.
  • July 9th, 2019
  • 0
Clients don't have objections. They want reassurances.
  • March 30th, 2021
  • 242
Never allow a client to dominate you. Work on equal terms.
  • November 28th, 2019
  • 0
Clients will settle for lower returns but they hate high volatility.
  • June 18th, 2019
  • 0
Clients expect their financial advisor to be confident. Take informed and matured decisions when managing clients portfolio.
  • August 5th, 2019
  • 0
A client may accept a lower return but never forgets a service lapse.
  • August 15th, 2020
  • 0
Your clients want to walk on the way you show them. They want to trust you.
  • July 8th, 2017
  • 0
Be active in client servicing. Be passive in portfolio churning.
  • July 16th, 2018
  • 0
Clients are looking for a knowledgeable and respectable advisor. There is no competition here.
  • May 29th, 2018
  • 0
Be interested in your clients, not the nuisance of industry gossip.
  • July 8th, 2020
  • 0

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