Several years ago Neal Clemens, founder and president of Covenant Financial Advisors, noticed that his financial practice had become more like a chore than a satisfying way to advance in his profession.
Taking advice from RBC Correspondent Services, Clemens started bringing some of his clients out on the town. He called the wife of one client, and made secret arrangements to treat him to lunch, along with the client’s friend. On another occasion, he took a group of patrons out see a production of “A Christmas Carol” in downtown Cleveland, as a client appreciation gesture.
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