The Advisor's Guide to Building Trust Through Client Experiences: 979-8-218-86452-1
Author:   Michael Oana
Publisher:   American Publishing
ISBN:  

9798218864521


Pages:   132
Publication Date:   11 March 2026
Format:   Paperback
Availability:   Not yet available   Availability explained
This item is yet to be released. You can pre-order this item and we will dispatch it to you upon its release.

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The Advisor's Guide to Building Trust Through Client Experiences: 979-8-218-86452-1


Overview

Michael Oana, CRC, is the founder of Michael Oana Retirement Planning Specialist in Columbia, South Carolina. After more than a decade with Merrill Lynch, Michael launched his own boutique firm to help clients build meaningful relationships through thoughtful financial planning and memorable experiences. A graduate of the University of South Carolina's Moore School of Business, Michael holds multiple securities registrations and the Certified Retirement Counselor designation. His insights have been featured in The State, Columbia Metropolitan Magazine, and on WIS-TV. Drawing on over 30 years in the industry, Michael shares how trust, gratitude, and genuine connection can transform client relationships - make financial advising more human.

Full Product Details

Author:   Michael Oana
Publisher:   American Publishing
Imprint:   American Publishing
Dimensions:   Width: 14.00cm , Height: 0.70cm , Length: 21.60cm
Weight:   0.159kg
ISBN:  

9798218864521


Pages:   132
Publication Date:   11 March 2026
Audience:   General/trade ,  General
Format:   Paperback
Publisher's Status:   Active
Availability:   Not yet available   Availability explained
This item is yet to be released. You can pre-order this item and we will dispatch it to you upon its release.

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