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Transparency and competence creates trust. Trust creates loyal clients.
  • March 8th, 2019
  • 0
It’s time to prove your theory of ‘Clients first’.
  • June 4th, 2019
  • 0
IFAs don't need many clients. They need loyal clients.
  • February 5th, 2020
  • 0
Do your job. Clients will get filtered over time.
  • July 7th, 2020
  • 0
Meet prospects without pre conceived notion whether they will become your client or not. Eventually, it will work in your favour.
  • March 1st, 2019
  • 0
The secret of success is long term clients.
  • December 17th, 2018
  • 0
Make sure you and client respect each other at the same level.
  • August 3rd, 2018
  • 0
Be in touch with your clients else someone else will.
  • December 14th, 2017
  • 0
Serve the client’s well. They will pay you in loyalty.
  • June 19th, 2018
  • 0
Don’t expose clients with too much equity. Don’t jump to buy equity at every fall.
  • October 9th, 2018
  • 0

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