Balance your client book

Managing your book can be challenging.

While keeping clients happy, it’s often hard to make time to gain referrals and find prospects. At times, you may also need to trim your list.

Here are some articles to help you achieve those tasks:

Impress clients

7 ways to demonstrate your value

Looking after wealthy clients

Investors want plain-talking advisors

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Get referrals

How to ask for a referral

An introvert’s guide to broadening a network

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Find prospects

6 tips to help you prospect during summer

Help prospects leave their advisors

Better ways to find prospects on LinkedIn

Young entrepreneurs will be your next big clients

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Drop clients

3 ways to tell clients they’re too small

How to fire clients

Are your clients’ kids snobs?