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Be transparent in dealing. It helps in getting large ticket business.
  • July 26th, 2019
  • 0
Clients want total advisory, not just mutual funds. Learn about all products available in the market place.
  • July 25th, 2019
  • 0
Ask for a reference. It doesn’t cost a penny and can make you a millionaire.
  • July 24th, 2019
  • 0
Be on time. It works in your favor as a professional.
  • July 23rd, 2019
  • 0
It takes time for a client to become loyal to you. Have patience and keep doing your good work.
  • July 22nd, 2019
  • 0
Top advisors learn. Mediocre teach unsolicited.
  • July 19th, 2019
  • 0
Talk to clients on equal terms. Don’t play defensive that they are obliging you by hiring you.
  • July 18th, 2019
  • 0
There is enough business out there. Go out and meet clients.
  • July 17th, 2019
  • 0
To grow fast, find a mentor.
  • July 16th, 2019
  • 3
True experts respect the markets. Fools project themselves as smarter.
  • July 15th, 2019
  • 0

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