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Set reasonable expectation by letting them know that x% may be possible over time but not necessarily immediately or within few months.
Don't be afraid to give a contrary opinion to current fad as you stand out with clients. If clients invest after understanding, the relationship is long-term.
You have to be willing to spend time to educate clients that return and risk is entwined, dividend is not guaranteed and to not chase return. Educating clients leads to long-term relationship
Using actual portfolio and reports from other sources like Morningstar establishes credentials with clients and helps in educating clients about products, market cycles and expectations.
Stick to goal based investments and ask clients on what is their need. Ask clients to place money with purpose and goals.
"We trust that you will avoid using harsh language and will refrain from making
unsubstantiated allegations against individuals and firms. Your constructive feedback
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Some interesting, common sense takeaways.
Great insights and super initiative ..
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