Report examines links among client satisfaction, loyalty and referrals
A touch of humour can help you build stronger relationships with your clients. But it must be tasteful, or the joke will be on you
Provide sober second thought when a client hits the jackpot
A business dinner can be a triumph — or a tragedy
Tough conversations can lead to solutions
Be tactful, professional and prompt
A too-demanding client can affect your whole practice
Make sure the friend or relative understands risk
Study shows that attitudes of advisors and middle- and lower-income consumers affect financial planning
Make clients feel comfortable from cocktails to coffee