Hang­ing out with clients

Financial Planning - - Practice -

There are some gen­eral guide­lines to fol­low be­fore you meet up.

1. So­cial­ize with peo­ple you gen­uinely like.

2. Rec­og­nize po­ten­tial net­work­ing op­por­tu­ni­ties

grace­fully. They’re a side dish, not the main course. 3. Mod­er­ate your al­co­hol in­take.

4. Match the ac­tiv­i­ties to the re­la­tion­ships. You might truly like a client, but not have enough in com­mon to sus­tain a full af­ter­noon of con­ver­sa­tion.

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