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  1. Tessie Sanci
    Timely contact is key to client retention — but how soon is “timely”?
  2. Tessie Sanci
    To avoid being “pushy,” focus on the client’s agenda, not yours
  3. Tessie Sanci
    Knowing your client and planning your presentation leads to deeper conversations
  4. Tessie Sanci
    Email and social media help you contact a large audience. Make sure your messages are unique to each recipient.
  5. Tessie Sanci
    Once you have developing trust with prospects, you can take steps to make them clients — and advocates of your services
  6. Tessie Sanci
    Engage your audience, capture information and demonstrate your skills
  7. Tessie Sanci
    Make your clients confident that you are the right advisor for them
  8. Tessie Sanci
    Communicate your brand and demonstrate how you can help your clients
  9. Tessie Sanci
    Always exude confidence and demonstrate your knowledge
  10. JoAnne Sommers
    Find out why they want to deviate from the plan