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  1. Beatrice Paez
    Understanding your clients’ emotions can make you a more effective advisor and give you a competitive edge
  2. Beatrice Paez
    Navigating the social conventions of your clients can be challenging. You must do your homework and, when in doubt, follow your client’s lead
  3. Beatrice Paez
    While a growing number of clients retain multiple homes, there are many ways to stay in touch
  4. Beatrice Paez
    Recording and documenting conversations with clients helps to ensure you understand each other
  5. Beatrice Paez
    They’re short, to-the-point and effective — if you start with a great script
  6. Beatrice Paez
    When you achieve a certain level of trust, clients become more willing to tell you what’s going on in their lives
  7. Beatrice Paez
    A bank’s campaign demonstrates the importance of knowing your clients
  8. Beatrice Paez
    Charts, graphs and other visuals can help your clients put financial data into perspective
  9. Beatrice Paez
    Work closely with your designer to ensure the visuals communicate effectively with your clients
  10. Beatrice Paez
    Defining the terms of your relationship creates a tone of professionalism