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Don’t surprise clients with what they don’t expect. Communicate with them early about the challenges in the portfolio.
  • January 29th, 2019
  • 0
Become an awesome distributor, not just a big one.
  • January 28th, 2019
  • 0
Investing in your business will get the best trail.
  • January 25th, 2019
  • 0
Have absolute focus on ‘Client First’ philosophy. It will make you their preferred advisor.
  • January 24th, 2019
  • 0
Don’t panic with unforeseen events in the market place. They will come and go.
  • January 22nd, 2019
  • 1
Every distributor's situation is unique. Listen to everyone but plan your business your own way.
  • January 21st, 2019
  • 0
A decade of hard work brings reward for many decades in financial advisory profession.
  • January 18th, 2019
  • 1
Speed is important to remain motivated.
  • January 17th, 2019
  • 1
Because you talk more, you grow less.
  • January 16th, 2019
  • 0
Clients will always be irrational. That’s why they need rational advisors.
  • January 15th, 2019
  • 0

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