Our director of strategic partnerships Paul Basile knows a thing or two about relationships and building a business. Before joining our team, he ran his own business in equity directives sales trading for more than 25 years on Wall St. When we asked Paul what advice he would offer professionals, he said the following.

“It could take many years to cultivate and land a client. It takes five minutes to lose one. Never forget the marriage is more important than the wedding. Having lower than perfect standards opens your clients up to losing money and you losing a client.”

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