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Emphasis on maintaining transparency -- disclosed remmueration before regulation demanded, explained risk along with product and how to combat volatility.
When a good relationship with client is built, there is inbuilt buffer to handle market volatility. Clients are more willing to overlook certain errors, return fluctuations that can happen.
Future focus: Embracing technology. While some clients are comfortable, old clients are not necessarily. However, change requires both advisor as well as clients to change their mindset.
Accept that previous success blocks may be different from what is needed for future.
Very strong platform for us.
