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Being trustworthy is better than becoming a sales expert.
  • March 25th, 2019
  • 0
MFDs who can show patience with clients and markets will grow big time.
  • March 22nd, 2019
  • 0
Clients like short answers with conviction, not long explanations with confusion.
  • March 20th, 2019
  • 0
Mutual funds and advisory business are both subject to several risks. Still, they deliver good results in the long term.
  • March 19th, 2019
  • 0
Loyalty is reciprocal. If you are loyal to your clients, they will become loyal to you.
  • March 18th, 2019
  • 0
If confused, prefer safety over returns.
  • March 15th, 2019
  • 0
Clients talk long term but they hate losing money in the short term. Construct portfolio accordingly.
  • March 14th, 2019
  • 0
Clients are the best teacher. They will teach you how to sell.
  • March 13th, 2019
  • 0
AUM is a factor of integrity, competence and time.
  • March 12th, 2019
  • 0
There are enough investors in the making. Avoid those who do not value you.
  • March 11th, 2019
  • 0

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