Client relations

To reach those 55 and over, stress financial plans and personalized service.

It's the most important service an adviser can provide, experts say.

That prospect with $200,000 might have several friends with $750,000 in assets to refer.

That prospect with $200,000 might have several friends with $750,000 in assets to refer.

Going overboard may leave clients wondering if that is where their fees are going.

In order to effectively convey advice, demonstrate knowledge of the specific situation.

Experts and advisers weigh in on what to expect and how to discuss the future.

Pay attention to feedback about what works and what is confusing or distracting.

The first 100 days are critical to keeping a new client for life … or watching them jump to a competitor.