Make clients feel comfortable from cocktails to coffee
Keep it simple, involve your team and try it out
A client’s financial history can reveal their attitude towards risk
How to protect yourself and the client’s best interests
How to spot the signs and refer help
Remaining open and receptive makes for deeper client relationships
Report spells out the results of compliance reviews for fiscal 2010
Adapt to their way of thinking and address their individuality
They’re tough to win over, but intensely loyal
It pays to know what’s important to this influential generation