My personal plan in this regard is to tailor my message more specifically to my audience.

You don't need to wear a $5,000 suit to impress someone, but a $200 clean suit that's tailored to you still goes a long way versus someone in pajamas.My 2 cents is look at your own needs first.

I do agree that you need to tailor your style to each person but be yourself. 

They will help you find a deal, get it financed and tailor it to your skill set/workmanship.  

Just become familiar with each client's needs and tailor accordingly.

From General maintenance, tractor work, bookkeeping and business software tailored to our needs.I have recently taken a more hands on approach with the office complex as the former manager was not doing a great job.

Everyone's personal and investing situation is different, so tailor what fits your particular situation.

Google "Servicemembers Civil Relief Act (SCRA)" tailor wording as needed.

I would think you'd be relying on bullet proof disclosures, but my experience tells me there is no such thing, especially with some elderly widow.It's great to hear that you are an attorney and that you tailor to the needs of the individual.

They know how to tailor the budget depending what you want (buy, fix, and sell or rental home). 4. loan broker/bank would be quick to work with.