Summary:

Tammi Brannan speaks with Michael Bonny about his primary business goal for 2017. The focus for today- how to deepen your connections with clients.

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Links in this Episode:

The Summit - www.TheSummit4Advisors.com

Show Notes:

00:00 Intro

01:18 Primary goal for 2017

02:27 Make deeper connections

04:07 Favorite part of the job: interaction with clients

05:46 Reach out to clients on a regular basis

06:09 No substitute for a simple phone call.

06:58 Bonny's ideal clients

07:35 This is a lifelong relationship

11:03 How do you approach deepening your personal connections?

13:32 Have visual cues in the office as reminders

15:58 Building trust based on sharing stories

17:54 One skill: being able to deviate from the normal, perceived purpose of the call

19:07 How to read your client

19:30 Use open ended questions

21:58 His mentor says his clients are his closest friends