If you believe that your clients prefer a purely professional relationship, you may want to rethink your understanding. Bringing a level of personality to your relationships can enhance the experience for every party involved.

In today's episode, we explore how moving the conversation from the office to a more personal location can make the difference in establishing trust and loyalty with your clients.

Resources:

Michael Oana, Retirement Planning Specialist: http://www.michaeloana.com

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