It's been said people wear manydifferent masks, depending on who is looking at them. When clientsbecome friends, you have one less mask in your wardrobe. You mustalways be the consummate professional. (Photo:Shutterstock)
Friends into clients: I often write about the logicconcerning why advisors should transform friends into clients andthe difficulties encountered along the way.
But it often works the other way as well: Two strangers hit itoff, a person becomes a client, then a friend. The personalbenefits are obvious, and the business benefits can besubstantial.
What it is and isn't
Often the client and the advisor discover a shared commoninterest. They graduated from the same school. They volunteer sideby side. They are wine fans. They visit wine bars and go wineshopping together. The spouses enter the picture. Lots of trustdevelops. You travel together. Life is good.
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