Episode 352: Leveraging Your Passions Monday Morning Mojo podcast

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Content provided by Cannon Financial Institute and Phil Buchanan. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Cannon Financial Institute and Phil Buchanan or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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Episode 352: Leveraging Your Passions

5+ y ago 4:34

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Content provided by Cannon Financial Institute and Phil Buchanan. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Cannon Financial Institute and Phil Buchanan or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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: mojo@cannonfinancial.com

Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

… continue reading

440 episodes

#Business #Marketing #Cannon #Financial #Institute #Leadership #Training #Wealth #Phil Buchanan #Cannon Financial Institutes #Podcasting Education #IT Management

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Episode 352: Leveraging Your Passions

Monday Morning Mojo

published 5+ y ago

Share

MP3•Episode home

Content provided by Cannon Financial Institute and Phil Buchanan. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Cannon Financial Institute and Phil Buchanan or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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: mojo@cannonfinancial.com

Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

… continue reading

440 episodes

#Business #Marketing #Cannon #Financial #Institute #Leadership #Training #Wealth #Phil Buchanan #Cannon Financial Institutes #Podcasting Education #IT Management

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