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  1. JoAnne Sommers
    Be a good listener and provide a safe place for your client to express her feelings
  2. JoAnne Sommers
    Ask yourself these five questions before taking on this sensitive role
  3. Beatrice Paez
    Invite clients who share common characteristics, and encourage participation
  4. Beatrice Paez
    Success depends on planning and audience participation
  5. Beatrice Paez
    Help your clients involve their children at an early age
  6. Beatrice Paez
    Clients are often more receptive to a philanthropic plan than to a financial plan
  7. Beatrice Paez
    Your role is to help equip them to make appropriate financial decisions
  8. Dwarka Lakhan
    Deepen your relationships and make yourself indispensible
  9. Dwarka Lakhan
    Acquiring new clients is expensive, time-consuming and uncertain
  10. Beatrice Paez
    Avoiding relationships with young adults would be short-sighted