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 Please send comments, questions, and feedback to: [email protected] Please send First Friday Feedback submissions to: [email protected]

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