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  1. Beatrice Paez
    Your guiding principle should reflect your beliefs and how they relate to your clients’ objectives
  2. Beatrice Paez
    What unscripted theatre can teach you about dealing with clients and colleagues
  3. Beatrice Paez
    Choose courses that are aligned with your business goals
  4. Dwarka Lakhan
    Focus on long-term goals rather than short-term performance
  5. Article

    Family ties

    Dwarka Lakhan
    Developing a rapport with your clients’ children or parents can help you expand your business
  6. Beatrice Paez
    You can be more successful if you approach the process as two parties seeking an agreement rather than as a conflict
  7. 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
  8. Beatrice Paez
    Expand your client base beyond your own demographic group
  9. Beatrice Paez
    An informal approach to meeting new contacts can multiply your COI network
  10. JoAnne Sommers
    Be a good listener and provide a safe place for your client to express her feelings