Offer free consultation to custom-design a plan to your customers’ special needs from an entire menu of your available services.

Mail out regular newsletters, explaining the latest wrinkle in the tax laws and how it affects them, and making a specific offer or recommendation. Give good books on investing -or any topics related to the business of living – just to build goodwill. Don’t forget reciprocal endorsements with kindred professionals, either on a name-for-name basis or for a percentage of profit.