What strategies do you use to build relationships with potential customers? I don't exactly use a step-by-step strategy, but my biggest goal is to be personable with clients. I have found through my experience that clients, they just want to feel heard. They want to feel special. And so I'll do whatever that takes for that individual to feel like I am making them my top priority. Now whether that is more in-depth communication via phone or email or setting up a personal one-on-one meeting, I've found clients will feel the most comfortable and we will be able to build trust when I am hearing them in a comfortable and safe manner and I'm hearing their goals for their investment, whether it's professional or personal.