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  1. Leah Golob
    Begin discussing market downturns early in the relationship and revisit the topic frequently
  2. Leah Golob
    Seek advice and try to settle the issue in person
  3. Leah Golob
    Digital communication is efficient, but don’t give up on the personal touch
  4. Leah Golob
    Attending the funeral of a client’s loved one can provide comfort
  5. Leah Golob
    Comforting a client who has lost a loved one is an increasingly important skill for financial advisors
  6. Leah Golob
    While email requests can slip through the cracks, a phone conversation can be more effective in generating introductions
  7. Leah Golob
    Three tips on asking for informal client feedback
  8. Leah Golob
    Formal questionnaires can generate honest, authentic responses from your clients
  9. Beatrice Paez
    Go beyond the standard questions and try to learn your client’s attitude toward money
  10. Beatrice Paez
    Tailor your pitch to the specific needs of the client and review your presentation beforehand