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MFDs need to practice only one thing. Be client centric.
  • July 6th, 2018
  • 0
Preserve clients and employees. Everything else can be rebuilt.
  • April 2nd, 2020
  • 1
Don’t surprise clients with what they don’t expect. Communicate with them early about the challenges in the portfolio.
  • January 29th, 2019
  • 0
Clients need comfort in bad markets. Be with them.
  • March 23rd, 2018
  • 0
Trail is paid for handling clients during tough times.
  • May 5th, 2020
  • 0
Clients are more loyal to their advisors than many advisors to their clients.
  • June 25th, 2020
  • 0
A few existing clients will take you to the top. Make sure they stay with you for life.
  • June 19th, 2020
  • 0
Integrity wins loyal clients.
  • January 11th, 2019
  • 0
The single most important growth mantra is ‘Client Meetings’.
  • January 3rd, 2019
  • 0
You can’t win clients trust just by words. You need to demonstrate your capabilities to earn it.
  • June 11th, 2019
  • 0

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