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  1. Leah Golob
    Discuss your client’s personal interests before easing into financial topics
  2. Leah Golob
    Stronger lines of communication can urge a prospect to choose you over another advisor
  3. Leah Golob
    Clichés can be annoying, overused and flippant
  4. Leah Golob
    Emotions will play an important role
  5. Special Feature

    Mind your manners

    Leah Golob
    Business etiquette for advisors
  6. Leah Golob
    If you’re not careful with your language, you may risk turning away prospective clients

  7. Leah Golob
    Put the phone away and make eye contact
  8. Leah Golob
    Make sure they know you’re always ready to help
  9. Dwarka Lakhan
    Avoid the trap of talking to only one spouse
  10. Dwarka Lakhan
    Finding out what clients really think can enhance your relationships