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Why wait for the holidays to let your best clients know you're thinking of them? Here are more than 20 ideas on how to strengthen ties through gift giving year-round.
Horsesmouth Essential: Abundant and systematic contact with top clients helps build the relationship over time. There are many ways to do it: a timely gift, a special lunch, or an informative article, for example. Here are some suggestions from a multimillion-dollar advisor.
Affluent investors are worried—worried about losing their wealth, maintaining their lifestyle, and providing for their families. Yet advisors do little to address their concerns. These six steps can help you learn more about your clients' needs, earn their loyalty again, and expand your base.
Secrets of the Millionaire Mind is a concise, popular, and well-written book that sings the praises of independent wealth, encouraging readers to save, invest—and seek the advice of a financial professional. Here's a good summary of what the book has to offer.
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May 19–20, 2025
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