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Clients are the best teacher. They will teach you how to sell.
  • March 13th, 2019
  • 0
Most clients value relationship with MFDs as more important than high returns.
  • August 17th, 2018
  • 0
Delegate everything. Your job is to meet clients, review portfolio and sharpen your saw.
  • July 2nd, 2019
  • 0
Clients believe you more than you think. Do your best.
  • February 16th, 2018
  • 0
Work with clients who respect you.
  • December 18th, 2017
  • 0
Do the right thing for the client and they will stay with you.
  • May 16th, 2019
  • 0
Clients need comfort in bad markets. Be with them.
  • March 23rd, 2018
  • 0
Managing clients behavior is more important than being an expert in data analytics.
  • December 1st, 2017
  • 0
Clients want to be comfortable with their investments. They talk returns but expect safety first.
  • July 11th, 2020
  • 0
Clients want to talk to somebody. Be that 'somebody'.
  • August 29th, 2017
  • 0

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