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Preserve clients and employees. Everything else can be rebuilt.
  • April 2nd, 2020
  • 1
Clients want to be comfortable with their investments. They talk returns but expect safety first.
  • July 11th, 2020
  • 0
Clients can accept losses but not if their advisor doesn't pay attention to their portfolio.
  • June 9th, 2020
  • 0
Be in touch with your clients else someone else will.
  • December 14th, 2017
  • 0
Clients take time to recognize good advice and service. Don't give up.
  • May 19th, 2017
  • 210
Client's loyalty is won by trust and transparency. Returns comes far later.
  • January 19th, 2021
  • 2
Clients are generally indifferent to regulations. They value relationships more.
  • January 5th, 2018
  • 0
There are all type of clients. Find which one you want.
  • October 10th, 2018
  • 0
Don’t try to create your importance by making things complex for clients. It doesn’t work in the long term.
  • May 11th, 2018
  • 0
A few clients will take you to the top. Have patience and serve clients well.
  • February 7th, 2019
  • 0

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