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  1. Dwarka Lakhan
    Your family members, friends and acquaintances can help you grow your business
  2. Dwarka Lakhan
    Getting new clients is good, but keeping the clients you have can be far more profitable
  3. Dwarka Lakhan
    Show them how various products can fit into the different stages of their lives
  4. Beatrice Paez
    One way to differentiate yourself is to develop plans that align with your HNW clients’ values
  5. Dwarka Lakhan
    Deep knowledge of your clients is essential to meeting their expectations
  6. Dwarka Lakhan
    Go beyond the basics to reinforce your relationship
  7. Dwarka Lakhan
    The more you know about prospective clients, the better your chances of persuading them to work with you
  8. Beatrice Paez
    Try various methods, assess what works and get your team involved
  9. Beatrice Paez
    Talk about what motivates you and show an interest in your clients
  10. Beatrice Paez
    How you can help the financially stressed, under-served 35- to 50-year-old market