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Apply common sense more than your gut feeling when advising clients.
  • September 19th, 2019
  • 0
What clients say and what they mean are two different things. Your job is to decode it.
  • October 29th, 2019
  • 1
Clients don't have a view. They want your view.
  • November 10th, 2017
  • 0
Few clients may go away during bad markets. Your business will live.
  • October 11th, 2018
  • 0
It doesn't matter how many clients you have. What matters is how many of them trust you.
  • September 16th, 2020
  • 1
Loyalty is reciprocal. If you are loyal to your clients, they will become loyal to you.
  • March 18th, 2019
  • 0
Clients want you to take control of their investments. They want a non emotional decision maker.
  • May 9th, 2019
  • 0
Some clients will leave. Let them go with grace.
  • April 16th, 2018
  • 0
The secret of success is long term clients.
  • December 17th, 2018
  • 0
This is the time to service the clients well. Don't worry about AUM and income.
  • April 28th, 2020
  • 0

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