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Knowing your clients well is better than being a market expert.
  • February 8th, 2018
  • 0
A good intent is equal to solid research.
  • February 15th, 2018
  • 0
If you have the expertise, you will have the buyers too.
  • November 13th, 2018
  • 0
All clients are not concerned about advisors commissions. Find those who understand the value created by you.
  • June 12th, 2019
  • 0
Business from client is important. Self respect is even more important.
  • September 14th, 2018
  • 0
Advisors job is to hedge the risk, not predict the returns.
  • December 13th, 2019
  • 3
Focus on your AUM, not the other IFAs business.
  • January 15th, 2020
  • 0
Integrity commands higher premium than selling strategies.
  • December 12th, 2018
  • 0
Having wealthy retired people as clients is good. Making aspiring young individuals as client is better.
  • April 17th, 2019
  • 0
Clients will settle for lower returns but they hate high volatility.
  • June 18th, 2019
  • 0

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