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  1. Dwarka Lakhan
    “Once you have retained a client for five years, you are likely to keep them for life”
  2. Dwarka Lakhan
    Focus on managing expectations and long-term thinking
  3. Dwarka Lakhan
    Tool helps to discourage clients from checking portfolios frequently
  4. Dwarka Lakhan
    You can be a calming influence for clients whose judgments are clouded by emotions
  5. Dwarka Lakhan
    Focusing on a narrow niche makes you stand out
  6. Dwarka Lakhan
    Go the extra mile and exceed expectations
  7. Dwarka Lakhan
    Big assets don’t always mean profitability for advisors
  8. Dwarka Lakhan
    Create a client profile and learn as much as you can about your niche
  9. Dwarka Lakhan
    Make yourself referable and network with professionals who serve this market
  10. Dwarka Lakhan
    Map out their journey through your practice