Offer information and insights — not a sales pitch
Many young clients are as interested in a company’s community engagement as they are in returns
Before you start branding yourself as “green” or “RI,” take the time to learn about the issues
Decide in advance what you hope to achieve and make sure your photographer knows your objective
Replace boring stock shots with images that make prospects want to work with you
You can learn as well as teach in a good mentoring relationship
A culture of collaboration is essential to success
Defining the terms of your relationship creates a tone of professionalism
Your role is to help equip them to make appropriate financial decisions
Advisors favour their firms' in-house marketing specialists, social media support, online resources and customizable material