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Work on equal terms with clients. Nobody should act superior.
  • November 13th, 2019
  • 0
Circumstances may be against you but clients will support you.
  • February 19th, 2020
  • 0
Ignorance of advisor is costly for clients.
  • January 31st, 2019
  • 0
Client first is not a choice. It must be the DNA of your profession.
  • July 5th, 2021
  • 277
For a successful investment advisory profession, you must own the client.
  • November 9th, 2018
  • 0
All clients are not concerned about advisors commissions. Find those who understand the value created by you.
  • June 12th, 2019
  • 0
There are clients who will leave and there are clients who would stay with you. Be optimistic about your business.
  • September 25th, 2018
  • 0
Integrity was, is and will always be the first requirement in managing clients money.
  • June 25th, 2018
  • 0
Clients rarely appreciate, yet they know the value of their advisor.
  • December 13th, 2018
  • 0
Clients are generally risk averse. Don’t oversell risk.
  • July 2nd, 2018
  • 0

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