for Financial Advisors
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Emotional DynamicsMake business your client's pleasure.
While one act of appreciation may enthrall you, it may not necessarily WOW your clients. Learn how to discover their emotional triggers.
Acknowledgement A personal, handwritten note speaks volumes any day.
ServiceVolunteering time or resources at your client’s favorite charity of choice is an honorable deed.
Time Invite a client to an inspiring lecture series.
Tokens A client who frequently flies city-to-city would appreciate books on excursions.
Use this checklist to find out just how well you know your best clients.