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  1. Dwarka Lakhan
    Embrace technology, and make sure your clients understand your value
  2. Dwarka Lakhan
    Go beyond the basics to reinforce your relationship
  3. Dwarka Lakhan
    Managing a larger portion of your clients’ assets increases profitability and client loyalty
  4. Dwarka Lakhan
    Many advisors have difficulty accepting the inevitable
  5. Dwarka Lakhan
    Identify the clients you like to work with and build your practice around them
  6. Dwarka Lakhan
    Forget what matters to you — focus on the client
  7. Dwarka Lakhan
    To be effective, endorsements must be credible and specific
  8. Dwarka Lakhan
    Take a personal approach to keeping in touch
  9. Dwarka Lakhan
    People you meet through referrals client events have the best chance of being qualified
  10. Dwarka Lakhan
    “Once you have retained a client for five years, you are likely to keep them for life”