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Clients will always be irrational. That’s why they need rational advisors.
  • January 15th, 2019
  • 0
Clients will settle for lower returns but they hate high volatility.
  • June 18th, 2019
  • 0
Many MFDs work under pressure of performance. Rather, they should work harder to develop relationship with clients.
  • July 9th, 2019
  • 0
Scale in mutual fund business depends on mutual understanding between advisor and the client.
  • February 25th, 2020
  • 0
Have an eye on risk in clients portfolio. Don't go overboard.
  • January 6th, 2018
  • 0
Rely on your expertise and loyalty of your clients. They will payoff big time.
  • May 31st, 2019
  • 0
Clients are more loyal to their advisors than many advisors to their clients.
  • June 25th, 2020
  • 0
Talk less in front of clients.
  • March 21st, 2018
  • 0
Delegate everything. Your job is to meet clients, review portfolio and sharpen your saw.
  • July 2nd, 2019
  • 0
Clients expect their financial advisor to be confident. Take informed and matured decisions when managing clients portfolio.
  • August 5th, 2019
  • 0

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