1. Listen before you talk
2. Be positive - identify solutions. The problems are easy to see.
3. If in doubt, ask for help
4. Be creative, think outside the box.
5. Customize the recommendations to the client - one size does not fit all.
6. Remember that one person is more important than all.
7. If you think the client is stupid remember they ask you for help.
8. Own your mistakes and make correction quickly.
9. Seek feedback
10. Do whatever it takes to get the job done - hustle and be tenacious.
11. learn from your competitors, but play your own game.
12.be responsive to client needs, return calls, emails, etc on a daily basis.
13. Always make those calls you do not want to make.
14. Focus to improve his networth. Protect it against risk.
15. Understand the allocation of limited resources from the client's viewpoint.
16. Prepare and anticipate.
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