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October 3, 2014

Doing Favors for Clients Is Often Worth the Trouble
A little extra legwork on an unusual request can yield gratitude and loyalty.
Which Colors to Wear, and Which to Avoid
Want clients to think you’re analytical? Pick the gray suit.
LPL Boss Leads Indie Task Force on Client Data
Finra urges automated system, forcing firms to turn over account activity.
Be Helpful to Relatives After a Client’s Death
A little goodwill can win you another 10 years of business.
Sponsored Content
New FA-IQ Feature: Ask the Manager
Krishna Memani, CIO of OppenheimerFunds, invites your questions.

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