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  1. Leah Golob
    Three tips on asking for informal client feedback
  2. Leah Golob
    Formal questionnaires can generate honest, authentic responses from your clients
  3. Beatrice Paez
    Go beyond the standard questions and try to learn your client’s attitude toward money
  4. Beatrice Paez
    Tailor your pitch to the specific needs of the client and review your presentation beforehand
  5. Beatrice Paez
    In the discovery process, you should demonstrate that you are making an effort to understand your client’s goals
  6. Beatrice Paez
    Clients will have questions as a result of the new disclosure requirements. Be open and honest, and focus on their goals
  7. Beatrice Paez
    Pre-written templates can help you deliver consistent, cohesive messages
  8. Beatrice Paez
    Reach clients and prospects with this powerful educational tool
  9. Beatrice Paez
    Advisors can expect to do a little more handholding in the face of unprecedented disasters, political upsets and stock market gyrations
  10. Beatrice Paez
    These digital communication strategies can help draw more clients to your business in 2017