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  1. Dwarka Lakhan
    Working with a narrow market helps position you as an expert
  2. Dwarka Lakhan
    Identify the characteristics that make them your best clients
  3. Beatrice Paez
    These ideas can help you meet more prospective clients
  4. Beatrice Paez
    Women often feel their advisors don’t take the time to fully understand their needs
  5. Beatrice Paez
    Why you shouldn’t make assumptions about your female clients
  6. Beatrice Paez
    Your guiding principle should reflect your beliefs and how they relate to your clients’ objectives
  7. Beatrice Paez
    What unscripted theatre can teach you about dealing with clients and colleagues
  8. Beatrice Paez
    Choose courses that are aligned with your business goals
  9. Dwarka Lakhan
    Focus on long-term goals rather than short-term performance
  10. Article

    Family ties

    Dwarka Lakhan
    Developing a rapport with your clients’ children or parents can help you expand your business