“Communication is where you earn your keep as a financial advisor,” said podcast guest Michael Oana, founder of Michael Oana Retirement Planning. 

Need tips for how to communicate with your clients during this time? Listen to this episode for insights, including:

  • How communication now lays the foundation for future relationships
  • Going above and beyond to show your clients you care
  • Using FMG Suite content to boost your relationship-building powers 

As Michael emphasizes in the podcast, “they might not remember your strategy, but they’ll remember that you looked out for them.” Listen now!

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Disclaimer: The views stated are not necessarily the opinions of Cetera Advisor Networks LLC and should not be construed directly or indirectly as an offer to buy or sell any securities mentioned herein. Due to volatility within the markets mentioned, opinions are subject to change with or without notice. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed. Past Performance does not guarantee future results. Investors cannot invest directly in indexes. The performance of any index is not indicative of the performance of any investment and does not take into account the effects of inflation and the fees and expenses associated with investing. Michael Oana is a Registered Representative offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Summit Financial Group, Inc., a Registered Investment Advisor. Summit and Cetera are affiliated and under separate ownership from any other named entity. Branch address: 4408 Forest Dr. Suite 2001, Columbia, SC 29206.