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  1. Beatrice Paez
    Don’t be just an order taker; discuss overall strategy with your clients
  2. Beatrice Paez
    Use visual tools to tell your story and show the power of compounding
  3. Beatrice Paez
    Misconceptions about debt and home equity can give clients a false sense of security
  4. Beatrice Paez
    Can your clients help their children without endangering their own retirement?
  5. Beatrice Paez
    Encourage them to find ways to lower expenses and set a clear plan
  6. Beatrice Paez
    Clients are likely to appreciate having potential problems flagged
  7. Beatrice Paez
    Failure to plan can leave families with messy problems after clients pass away
  8. Beatrice Paez
    You can help them stay on track and avoid spending more than they can afford
  9. Beatrice Paez
    Show those who work in freelance nation that it’s still possible to save
  10. IE Staff
    Many clients are unaware of yearend benefits or strategies that can help them reduce their taxes and save money on their 2016 tax returns