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  1. Dwarka Lakhan
    Forget sales. You’re there to get to know each other
  2. JoAnne Sommers
    Women think differently from men when it comes to finances
  3. Leah Golob
    Avoid jargon and make your advice meaningful
  4. Leah Golob
    Dial in on time and put all other tasks on hold
  5. Special Feature

    Mind your manners

    Leah Golob
    Business etiquette for advisors
  6. Leah Golob
    Use as much thought as you would in drafting a formal letter
  7. Leah Golob
    Keep the door open, and the pressure off
  8. Leah Golob
    Keep your greeting simple and don’t forget to smile
  9. Dwarka Lakhan
    Handling these important topics effectively can lead to long-term relationships
  10. Leah Golob
    Your messages should be polite, personalized and professional