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Clients talk long term but they hate losing money in the short term. Construct portfolio accordingly.
  • March 14th, 2019
  • 0
Clients are the best teacher. They will teach you how to sell.
  • March 13th, 2019
  • 0
AUM is a factor of integrity, competence and time.
  • March 12th, 2019
  • 0
There are enough investors in the making. Avoid those who do not value you.
  • March 11th, 2019
  • 0
Time and again, boys will be separated from men. Debt funds need more study.
  • March 8th, 2019
  • 0
Transparency and competence creates trust. Trust creates loyal clients.
  • March 8th, 2019
  • 0
Leaving a few prospects who do not value us won’t hurt our business. Work with dignity.
  • March 7th, 2019
  • 0
Be so good that client should want to stick to you.
  • March 6th, 2019
  • 0
Excessive marketing dilutes your brand. Manage your positioning well.
  • March 5th, 2019
  • 0
Greater the risk, greater the value of advice.
  • March 4th, 2019
  • 0

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