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businessDec 1, 20208:17pending

Why it pays to be proactive with clients

Trader Mindset

About this episode

Clients like to know that you have a plan.
 
You're not likely to anticipate everything, but it pays to have discussions with clients before major announcements.
 
No one likes surprises.
 
Being conscientious about their money will pay you and your clients big dividends.
 

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Why it pays to be proactive with clients

Trader Mindset

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