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  1. Special Feature

    Mind your manners

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

  3. Leah Golob
    Put the phone away and make eye contact
  4. Leah Golob
    Make sure they know you’re always ready to help
  5. Dwarka Lakhan
    Avoid the trap of talking to only one spouse
  6. Dwarka Lakhan
    Finding out what clients really think can enhance your relationships
  7. Dwarka Lakhan
    Forget sales. You’re there to get to know each other
  8. JoAnne Sommers
    Women think differently from men when it comes to finances
  9. Leah Golob
    Avoid jargon and make your advice meaningful
  10. Leah Golob
    Dial in on time and put all other tasks on hold