Forget what matters to you — focus on the client
To be effective, endorsements must be credible and specific
An antagonistic relationship can be draining, both financially and emotionally
The role your mentor plays can vary over time
Exit is not a four letter word: How to transition your practice profitably and proudly
You must have a complete picture of your client’s personal situation
The average person receives at least 100 messages a day
Take a personal approach to keeping in touch
People you meet through referrals client events have the best chance of being qualified
Developing repeatable processes creates a uniform client experience