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  1. Dwarka Lakhan
    Be prepared with a crisis communication plan
  2. Special Feature

    Mind your manners

    Leah Golob
    Business etiquette for advisors
  3. Leah Golob
    Smoothing out these details can make for a more productive, pleasant meeting
  4. Leah Golob
    Keep yourself visible and adopt an open posture
  5. Leah Golob
    Discuss your client’s personal interests before easing into financial topics
  6. Leah Golob
    Stronger lines of communication can urge a prospect to choose you over another advisor
  7. Leah Golob
    Clichés can be annoying, overused and flippant
  8. Leah Golob
    Emotions will play an important role
  9. Leah Golob
    If you’re not careful with your language, you may risk turning away prospective clients

  10. Leah Golob
    Put the phone away and make eye contact