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  1. Beatrice Paez
    Avoiding relationships with young adults would be short-sighted
  2. Beatrice Paez
    A three-part series on working with millennials
  3. Dwarka Lakhan
    Embrace technology, and make sure your clients understand your value
  4. Dwarka Lakhan
    Go beyond the basics to reinforce your relationship
  5. Dwarka Lakhan
    Managing a larger portion of your clients’ assets increases profitability and client loyalty
  6. Dwarka Lakhan
    Many advisors have difficulty accepting the inevitable
  7. Dwarka Lakhan
    Identify the clients you like to work with and build your practice around them
  8. Dwarka Lakhan
    Forget what matters to you — focus on the client
  9. Dwarka Lakhan
    To be effective, endorsements must be credible and specific
  10. Dwarka Lakhan
    Take a personal approach to keeping in touch