Image is key to gaining investors' trust, especially for young advisers who may deal with older clients. Some firms have turned to image consultants to cultivate the right look for advisers and their offices. "Clean lines with no clutter or overstuffed furniture, square sofas and lighter wood accents should be the building blocks for today's wealth manager," said image consultant Brian Maynor, who is working with Abacus Planning Group in South Carolina.

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