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Put client service above portfolio performance, and those relationships will thrive in good markets and bad, even under the most competitive conditions.
In a scandal-riddled climate like the present, credibility has become more than a passing concern—earning and maintaining our customers' trust is paramount. And that means we need to work harder than ever devising and packaging our investment solutions.
No doubt about it, amateurs can make plenty of cash. But if you want to step up your referrals, increase your profits, and take your business to the next level, you need to become a trusted advisor, not a salesperson. Here's how.
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