If you call yourself an advisor, you must always give advice which is in the interest of the client.
  • October 25th, 2019
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The more you talk in front of client the longer it will take for you to be successful.
  • March 27th, 2019
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Loyalty is reciprocal. If you are loyal to your clients, they will become loyal to you.
  • March 18th, 2019
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Clients want to be comfortable with their investments. They talk returns but expect safety first.
  • July 11th, 2020
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Retain clients. Get rid of competition and pain.
  • January 29th, 2018
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Stay on clients side during tough times. They will flock to you during good times.
  • August 22nd, 2019
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You can’t win clients trust just by words. You need to demonstrate your capabilities to earn it.
  • June 11th, 2019
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Too much analysis is injurious to client’s portfolio.
  • July 13th, 2018
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Clients are looking for a knowledgeable and respectable advisor. There is no competition here.
  • May 29th, 2018
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For a successful investment advisory profession, you must own the client.
  • November 9th, 2018
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