MORE TO EXPLORE
Anticipate your clients tax questions on Social Security, annuities and a range of investment products
Go deeper on emerging topics, as well as key firms and thought leaders
Media & Resources
No one wants to be considered too small. Friends might not ask to become clients for this reason. If you always come across as busy and talk about adding a large new relationship, they might assume you only work with big clients. If you have never asked them to become clients, they might assume you don’t want them. Instead of risking rejection, a friend might test the waters by asking “What size accounts do you handle?”
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