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Transparency and competence creates trust. Trust creates loyal clients.
  • March 8th, 2019
  • 0
Leaving a few prospects who do not value us won’t hurt our business. Work with dignity.
  • March 7th, 2019
  • 0
Be so good that client should want to stick to you.
  • March 6th, 2019
  • 0
Excessive marketing dilutes your brand. Manage your positioning well.
  • March 5th, 2019
  • 0
Greater the risk, greater the value of advice.
  • March 4th, 2019
  • 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
Returns are not everything. Protection of principal is also an important aspect of portfolio management.
  • February 28th, 2019
  • 0
Bias of distributor kills the investor. Remove bias through knowledge.
  • February 27th, 2019
  • 0
Don’t tell stories, create them.
  • February 26th, 2019
  • 0
Clients value a learned distributor more than a smart one who is just good with words.
  • February 25th, 2019
  • 0

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