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  1. Dwarka Lakhan
    Forget what matters to you — focus on the client
  2. Dwarka Lakhan
    To be effective, endorsements must be credible and specific
  3. Dwarka Lakhan
    Take a personal approach to keeping in touch
  4. Dwarka Lakhan
    People you meet through referrals client events have the best chance of being qualified
  5. Dwarka Lakhan
    “Once you have retained a client for five years, you are likely to keep them for life”
  6. Dwarka Lakhan
    Focus on managing expectations and long-term thinking
  7. Dwarka Lakhan
    Tool helps to discourage clients from checking portfolios frequently
  8. Dwarka Lakhan
    You can be a calming influence for clients whose judgments are clouded by emotions
  9. Dwarka Lakhan
    Focusing on a narrow niche makes you stand out
  10. Dwarka Lakhan
    Go the extra mile and exceed expectations