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Excessive communication with client is also not good. Keep it moderate.
  • October 31st, 2018
  • 0
Be careful in choosing your mentor. It will make or break your life.
  • June 5th, 2021
  • 27
Trail is paid for handling clients during tough times.
  • May 5th, 2020
  • 0
Too many clients do not mean too much business. Active clients are key to a successful practice.
  • July 28th, 2020
  • 5
The next set of advisors who will grow exponentially are the ones who look beyond the current crisis.
  • May 8th, 2020
  • 0
You cannot win the markets by force but patience.
  • July 19th, 2017
  • 9
If you don’t lose money for clients, you will make money for them.
  • October 24th, 2019
  • 0
Believe in the mutual fund industry. Believe in yourself.
  • February 26th, 2021
  • 10
Good clients are first good people.
  • May 7th, 2019
  • 0
Keep mutual funds as the main product but be updated on other financial products too.
  • May 14th, 2018
  • 1

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