Give it a subject line they can’t resist
Choose compelling topics and be consistent
Meeting a client for coffee
How do your female clients feel about finances?
Women have special needs when it comes to financial advice
Five steps to getting clients’ plans in order
As with a dinner party, preparation, attention to detail and making guests feel welcome are the keys to success
A centre of influence — like a client — should be a good fit. Look at key attributes to create a mutually beneficial arrangement