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  1. Beatrice Paez
    Charts, graphs and other visuals can help your clients put financial data into perspective
  2. Beatrice Paez
    Work closely with your designer to ensure the visuals communicate effectively with your clients
  3. Beatrice Paez
    Defining the terms of your relationship creates a tone of professionalism
  4. Beatrice Paez
    A pattern of inaction can undermine client relationships
  5. Dwarka Lakhan
    Go beyond “know your client” and find out as much as you can about your clients
  6. Dwarka Lakhan
    An antagonistic relationship can be draining, both financially and emotionally
  7. Dwarka Lakhan
    Create a realistic view of how much investment risk they can handle
  8. Dwarka Lakhan
    Be prepared for different attitudes, but avoid stereotyping
  9. Dwarka Lakhan
    Boomers, Gen X and millennials have distinct preferences
  10. Dwarka Lakhan
    Learn more about your clients through conversation, not interrogation