Clichés can be annoying, overused and flippant
Emotions will play an important role
Think long term and share your goals with others
Choose a name that sounds good and leaves room for you to grow
Focus on what you have, not what you lack
Set goals and meet frequently
Check references and test for skills
The careful approach beats cutting corners to save time
Many clients nearing retirement have no plan to meet unexpected circumstances
Your attitude is key to building your client base