Being interconnected with clients, professionally and personally, is today’s reality in many professions, not only my field of wealth management. People in businesses of all kinds find themselves nodding in agreement that clients have become more than a part of our businesses—they’ve become part of our lives.

Attracting and retaining the right clients—people who appreciate and value your work as much as you value their trust and confidence in your team—is key for long-term business success and personal satisfaction.