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  1. Dwarka Lakhan
    Go beyond the basics to reinforce your relationship
  2. Dwarka Lakhan
    The more you know about prospective clients, the better your chances of persuading them to work with you
  3. Beatrice Paez
    Try various methods, assess what works and get your team involved
  4. Beatrice Paez
    Talk about what motivates you and show an interest in your clients
  5. Beatrice Paez
    How you can help the financially stressed, under-served 35- to 50-year-old market
  6. Dwarka Lakhan
    Working with a narrow market helps position you as an expert
  7. Dwarka Lakhan
    Identify the characteristics that make them your best clients
  8. Beatrice Paez
    These ideas can help you meet more prospective clients
  9. Beatrice Paez
    Women often feel their advisors don’t take the time to fully understand their needs
  10. Beatrice Paez
    Why you shouldn’t make assumptions about your female clients