Here are some steps you can take to aid a client who has come into sudden wealth avoid mismanaging his or her newfound fortunes
Include a range of topics, such as market movements, personal finance concerns, practical tips or whatever else you decide is relevant for clients, in your newsletter
Digitize and organize your paper trail
Expand your client base beyond your own demographic group
Your smartphone or tablet can pack handy tools to help you navigate your next business trip
You can assist in adjusting their plans and offer perspective
Four tips to make your evaluations fair and effective
A shared office space provides a professional business address and networking opportunities
When you achieve a certain level of trust, clients become more willing to tell you what’s going on in their lives
A bank’s campaign demonstrates the importance of knowing your clients