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Trail is paid to keep the client , not just for bringing them.
  • May 30th, 2019
  • 0
MFDs have a right not to work for an AMC but they must not abuse them or their people in any way.
  • May 29th, 2019
  • 0
The rules of success haven’t changed. Focus on clients.
  • May 28th, 2019
  • 0
MFDs need unity, not just individual opinions.
  • May 27th, 2019
  • 0
Positive MFDs are forward looking.
  • May 24th, 2019
  • 0
Be cautious of clients who are only returns centric. Look for those who are relationship centric.
  • May 23rd, 2019
  • 0
Euphoria is short term. Asset allocation works in long term.
  • May 22nd, 2019
  • 0
Consistency wins, not awards.
  • May 21st, 2019
  • 0
A good advisor has a good temperament.
  • May 20th, 2019
  • 0
If financial distributor stop complaining they will start growing.
  • May 17th, 2019
  • 0

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