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  1. Beatrice Paez
    Clients will have questions as a result of the new disclosure requirements. Be open and honest, and focus on their goals
  2. Beatrice Paez
    Reach clients and prospects with this powerful educational tool
  3. Beatrice Paez
    Once you have mapped out your exit plan, how and when you inform your clients is critical
  4. IE Staff
    Gifts to help you hit the right notes this season
  5. Leah Golob
    Make it memorable and personal
  6. Leah Golob
    Avoid jargon and make your advice meaningful
  7. Leah Golob
    Changing firms? Your old company “owns” your clients, but you can take steps to rekindle those relationships
  8. Tessie Sanci
    Your online communications should be conversational, but businesslike
  9. Special Feature

    Keep it professional

    Tessie Sanci
    A three-part series on maintaining your professionalism