Strohoffer, whose five-year-old firm has about 60 clients, holds complimentary initial appointments. "It helps clients identify what [investment] ready looks like," she says--and sometimes getting ready takes them a long time. She doesn't mind giving a prospective client space. "I'm not selling a widget, I'm selling a relationship," she says. Strohoffer, who doesn't require a minimum investment, knows that eventually clients may have more money to invest. "Boulder is a fanatically entrepreneurial community," she says.

Strohoffer has also sent out e-mail blasts to clients and prospects which have been tied to year-end, spring cleaning and other seasonal opportunities.

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