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  1. Leah Golob
    Digital communication is efficient, but don’t give up on the personal touch
  2. Leah Golob
    Attending the funeral of a client’s loved one can provide comfort
  3. Leah Golob
    Comforting a client who has lost a loved one is an increasingly important skill for financial advisors
  4. Leah Golob
    While email requests can slip through the cracks, a phone conversation can be more effective in generating introductions
  5. Leah Golob
    Three tips on asking for informal client feedback
  6. Leah Golob
    Formal questionnaires can generate honest, authentic responses from your clients
  7. Beatrice Paez
    Go beyond the standard questions and try to learn your client’s attitude toward money
  8. Beatrice Paez
    Tailor your pitch to the specific needs of the client and review your presentation beforehand
  9. Beatrice Paez
    In the discovery process, you should demonstrate that you are making an effort to understand your client’s goals
  10. Beatrice Paez
    Clients will have questions as a result of the new disclosure requirements. Be open and honest, and focus on their goals