Professionally Comfortable, Not Overly Casual

Professionally Comfortable, Not Overly Casual  

By: Nicholas A. Dunlap


Coming across as too personal or too casual is hazardous to your professional relationship.  You want to endear yourself without blurring the lines of personal and professional relations.  One of my favorite things to discover about a new client is how they became real estate investors and what their portfolio has enabled them to do over the course of their life.  Often times, I hear fantastic stories of vacations, children’s college tuition or maybe even the purchase of a dream home.  Needless to say this always gets a meeting off to a great start and helps establish this personal yet professional connection.