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Leave clients who don’t treat you well.
  • June 15th, 2018
  • 0
Choose your clients and then treat them as family.
  • July 18th, 2020
  • 0
Are you in the top 10 in your city? If not, keep your head down and work harder.
  • November 6th, 2017
  • 0
A client may accept a lower return but never forgets a service lapse.
  • August 15th, 2020
  • 0
Integrity can partially compensate ignorance but knowledge can't compensate lack of integrity.
  • January 10th, 2018
  • 1
There are clients who will leave and there are clients who would stay with you. Be optimistic about your business.
  • September 25th, 2018
  • 0
Don’t surprise clients with what they don’t expect. Communicate with them early about the challenges in the portfolio.
  • January 29th, 2019
  • 0
One fresh investment a day can create a top IFA in 10 years.
  • November 16th, 2019
  • 0
The number one matrix for growth is net sales. Ensure it is positive month on month.
  • April 25th, 2019
  • 0
It doesn’t matter how much AUM you have. What matters is how many fellow MFDs have you helped grow.
  • April 11th, 2018
  • 0

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