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  1. Article

    Casual Friday: A pitch-by-pitch follow-up call

    Brent Jolly
    A baseball approach can help guide a pivotal client conversation
  2. Article

    Making effective follow-up calls

    Brent Jolly
    Define your purpose and show that your client is important to you
  3. Article

    Five ways to retain your clients

    Dwarka Lakhan
    Keeping existing clients is easier than recruiting new ones
  4. Article

    Five key rules of business etiquette

    JoAnne Sommers
    Good manners are about making people feel comfortable
  5. Article

    Helping your clients avoid fraud

    Brent Jolly
    Just a few pieces of advice can help prevent serious problems
  6. Article

    Show your clients some (professional) love

    Brent Jolly
    Get creative on Valentine’s Day
  7. Article

    Having “the talk” with your clients

    Brent Jolly
    Focus on the value you provide for your fees
  8. Article

    Casual Friday: Go easy on the fragrance

    Brent Jolly
    Too much of a good thing can turn clients off
  9. Article

    Tell your story well

    Brent Jolly
    Make your narrative resonate with clients
  10. Article

    Casual Friday: How to send the right signals

    Brent Jolly
    Non-verbal communication is more important than what you say