Business Development Playbook
For Shawn Okumura, principal at Transitions Wealth Advisors, the key is just how the firm conducts business. Okumura’s team takes time to get to know a client’s entire family, but not through official client meetings. For example, the firm invited clients and their families to attend an opening night screening of a new “Star Wars” movie. “Having them meet us in a nonthreatening, nonbusiness environment, they get a chance to see who we are and see what their comfort level is,” Okumura said.
InvestmentNews, May 1, 2020