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  1. Beatrice Paez
    You can be more successful if you approach the process as two parties seeking an agreement rather than as a conflict
  2. Beatrice Paez
    Compliance officers are there to ensure you and your firm stay out of trouble. Here are some tips on how to help them do that
  3. Beatrice Paez
    Expand your client base beyond your own demographic group
  4. Beatrice Paez
    An informal approach to meeting new contacts can multiply your COI network
  5. JoAnne Sommers
    Be a good listener and provide a safe place for your client to express her feelings
  6. JoAnne Sommers
    Ask yourself these five questions before taking on this sensitive role
  7. Beatrice Paez
    Invite clients who share common characteristics, and encourage participation
  8. Beatrice Paez
    Success depends on planning and audience participation
  9. Beatrice Paez
    Help your clients involve their children at an early age
  10. Beatrice Paez
    Clients are often more receptive to a philanthropic plan than to a financial plan