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Success is a combination of integrity, competence & service.
  • June 20th, 2019
  • 0
Protest with grace, not with dis-respect.
  • June 19th, 2019
  • 0
Clients will settle for lower returns but they hate high volatility.
  • June 18th, 2019
  • 0
There is little difference between clients and advisors. They want fast results.
  • June 17th, 2019
  • 0
You can either spend time to impress fellow advisors or grow your business. Make a wise choice.
  • June 14th, 2019
  • 0
Increase client meetings. Cut other meetings.
  • June 13th, 2019
  • 0
All clients are not concerned about advisors commissions. Find those who understand the value created by you.
  • June 12th, 2019
  • 0
You can’t win clients trust just by words. You need to demonstrate your capabilities to earn it.
  • June 11th, 2019
  • 0
Quality of clients = Quality of Business.
  • June 10th, 2019
  • 0
IFAs need to handle adverse situations with wisdom and calmness. That is why they exist.
  • June 7th, 2019
  • 0

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