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  1. Dwarka Lakhan
    Go beyond managing their portfolio and become deeply connected with them
  2. Tessie Sanci
    Invite clients’ children to meetings and relationship-building events
  3. Tessie Sanci
    Make a daily appointment to strengthen your relationships
  4. Tessie Sanci
    Much can be gained by building a centre-of-influence network with professionals such as architects, high-end car salespeople, real estate agents or owners of clothing boutiques
  5. Tessie Sanci
    Showcase your expertise using examples from your practice
  6. Tessie Sanci
    Put your strategy in place by exploring the needs and preferences of the groups you want to attract
  7. Tessie Sanci
    Listing the steps, allocating resources and periodic review keeps your plan on track
  8. Tessie Sanci
    Start by developing a vision for your practice
  9. Special Feature

    Planning to succeed

    Tessie Sanci
    A four-part series on developing a strategic plan.
  10. Tessie Sanci
    It’s engagement, not satisfaction, that motivates clients to recommend you