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  1. Dwarka Lakhan
    Become an expert in your chosen area
  2. Dwarka Lakhan
    The right relationships can help you offer a full range of services
  3. Dwarka Lakhan
    Take the opportunity to plan next year’s contributions
  4. Dwarka Lakhan
    Keeping clients informed helps ensure loyalty
  5. Dwarka Lakhan
    Take note of distinct backgrounds, cultures and experiences
  6. Dwarka Lakhan
    Identify the people you prefer to work with among your current book of business
  7. Leah Golob
    Ultra-high net-worth clients need big-picture planning
  8. Dwarka Lakhan
    These five arguments show clients that using multiple advisors is inefficient
  9. Dwarka Lakhan
    Choosing an area of specialization should be a long-term commitment
  10. Leah Golob
    If you have established a rapport with both spouses, you can provide assistance to the widow