Buy the hardware and software you will need in the long run
If you’re suspicious, contact your compliance department
Be tactful, professional and prompt
A too-demanding client can affect your whole practice
Make sure the friend or relative understands risk
Keep one hand free and go easy on the hors d’oeuvres
Make clients feel comfortable from cocktails to coffee
A client’s financial history can reveal their attitude towards risk
They don’t have to be high net-worth to be profitable
Building trust can take years