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felix dankenbring, Loan Officer providing opportunities in salem area (American Dream Home Mortgage)

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Chris and Dick Dovorany
Homes for Sale in Naples, Bonita Springs and Estero, Florida - Naples, FL
Broker/Associate at Premiere Plus Realty

No drinks unless it's meeting at Starbucks.  Bad form.  Not everyone drinks and it's not very professional.

Jun 10, 2015 08:08 AM
Barbara Todaro
RE/MAX Executive Realty - Happily Retired - Franklin, MA
Previously Affiliated with The Todaro Team

keep it professional....have a drink after it closes, if you need to drink with them.... you probably should not...I like to keep business separate from personal....always.

Jun 10, 2015 07:50 AM
Sharon Altier
Coldwell Banker Realty - Elmhurst, IL
Luxury Property Specialist, CSC, SFR

Always business with clients; particularly the first time.  You can never take back an out of line comment that crosses the professional line ("hey, another martini?"), so better to keep it all business.  They will always remember you as professional and appropriate. 

Jun 10, 2015 07:22 AM
Ron and Alexandra Seigel
Napa Consultants - Carpinteria, CA
Luxury Real Estate Branding, Marketing & Strategy

It really depends on your marketplace.  In our opinion, let's go have a drink is over the top casual, when you just met someone.  In a resort community, business casual is fine, if appropriate.  This is not true of all markets.  A

Jun 10, 2015 06:29 AM
Hillary Cochin
First Home Mortgage - Chevy Chase, MD
Personalized and Local Mortgage Finance

With clients I like to keep it professional - especially when first getting to know them. With referral partners I prefer to try to build a friendship. For that reason I would be more open to meeting for drinks. I think if you can build a friendship it's natural to establish a real concern for each others' businesses and success and that's when magic can really happen :).

Jun 11, 2015 01:32 AM
William Feela
Realtor, Whispering Pines Realty 651-674-5999 No.

Professional has treated me very well

Jun 10, 2015 01:40 PM
Evelyn Johnston
Friends & Neighbors Real Estate - Elkhart, IN
The People You Know, Like and Trust!

If we go for a drink it will be Starbucks. Yes, I am casual.

Jun 10, 2015 01:25 PM
Lise Howe
Keller Williams Capital Properties - Washington, DC
Assoc. Broker in DC, MD, VA and attorney in DC

I meet some new clients for a buyer consultation over a cup of coffee (I saw your note that you didn't mean a scotch and soda kind of drink)

Jun 10, 2015 11:21 AM
Donna Foerster
HomeSmart Realty Group - Parker, CO
Metro Denver Real Estate Assistant

Felix, we use a business professional persona 98% of the time, even with people we already know. We just find that it sets the tone from the beginning, this is a business relationship.

Jun 10, 2015 10:25 AM
Debbie Reynolds, C21 Platinum Properties
Platinum Properties- (931)771-9070 - Clarksville, TN
The Dedicated Clarksville TN Realtor-(931)320-6730

Business for me at the beginning. Later on we can get relaxed with one another. 

Jun 10, 2015 09:48 AM
Troy Erickson AZ Realtor (602) 295-6807
HomeSmart - Chandler, AZ
Your Chandler, Ahwatukee, and East Valley Realtor

Felix - I like to keep the meetings business-like, and do not typically have a drink with clients until after the closing - if we become friends. However, the area I sell homes in is very casual regarding attire, and it would not be uncommon to see an agent show up in shorts and sandals when meeting a client for the first time. I think it is understandable when it is 115 degrees, and most professional people are casual with their attire as well.

As an example, Managers at Intel who easily make six figures commonly wear shorts and a collared shirt with tennis shoes to work.

Jun 10, 2015 09:28 AM
Kathleen Luiten
Resort and Second-Home Specialist - Princeville, HI
Kauai Luxury Ocean Home Sales

I'll say I'm Casual Professional, relaxed but clearly professional even if we're meeting poolside. 

Jun 10, 2015 07:08 AM
Cindy Davis
SD Home Source Realty - San Diego, CA

Interesting question. I've done both depending upon how the initial phone conversation goes, the price point, and the area of town. I tend to dress up for first appointments (you only get one time to make a first impression.)

I usually get a sense on the phone about how much of a rapport is there or not and make quick assessments about how to behave.


Thanks though...you got me thinking!

Jun 10, 2015 06:27 AM
Roy Kelley
Retired - Gaithersburg, MD

It depends on the clients. Most of the time, the best role is as their professional real estate agent.

Jun 10, 2015 06:26 AM
Gail Burkhalter
Business Growth Solutions, LLC - Coker, AL
I provide private funds for real estate Investors

I think it depends on the nature of the business.  For me, I meet with a lot of real estate investors so I choose business casual.  I would not want to make them feel uncomfortable.

Jun 10, 2015 06:05 AM
Silvia Dukes PA, Broker Associate, CRS, CIPS, SRES
Tropic Shores Realty - Ich spreche Deutsch! - Spring Hill, FL
Florida Waterfront and Country Club Living

I usually meet first time customers at the office, no drinks except water!

Jun 11, 2015 05:34 AM
Debbie Laity
Cedaredge Land Company - Cedaredge, CO
Your Real Estate Resource for Delta County, CO

I live in an extremely rural area. I'm pretty casual. 

Jun 10, 2015 04:29 PM
Evelyn M Epperson
Coldwell Banker Residential Brokerage - Johns Creek, GA
A Tradition Of [Excellence, Trust & Service]

I am myself with a little professional persona.  But I have fun in my seller and buyer consults.

Jun 10, 2015 10:12 AM
Robert Bob Gilbert
Berkshire Hathaway HomeServices Anderson Properties - Katy, TX
Your Katy TX ( West of Houston) Real Estate Expert

Good question.. I will meet them in our office or at a local restaurant say Starbucks. I try to keep it low key. I never meet for first time at a listing or a private place. Safety first

Jun 10, 2015 08:26 AM
Frank Rubi
Frank Rubi Real Estate, LLC - Metairie, LA

I agree that the market dictates but the least I would consider is business. casual. 

Jun 10, 2015 06:55 AM
Gabe Sanders
Real Estate of Florida specializing in Martin County Residential Homes, Condos and Land Sales - Stuart, FL
Stuart Florida Real Estate

I play it by ear and go with what I think the customer is more comfortable with.

Feb 11, 2019 09:56 AM
Tony and Suzanne Marriott, Associate Brokers
Serving the Greater Phoenix and Scottsdale Metropolitan Area - Scottsdale, AZ
Coldwell Banker Realty

Door #1

Apr 14, 2018 06:15 AM
Don Mcbride
Nautical Realty Group - Cape Coral, FL
Buy or Sell Today

Meet at the office. Save the drinks for the house warming party.

Jun 11, 2015 02:16 PM
Jeanne Gregory
RE/MAX Southwest - Sugar Land, TX
The most important home I sell is YOURS!

If I am meeting them for the first time, it's all professional.  Casual business dress.  If we are out showing in the heat, it gets a bit more casual.  I met some clients last week. Future buyers who were just driving around the area.  They haven't listed their house yet in another city.  They were all shorts and Tshirts, but I was dressed professionally. 

Jun 11, 2015 10:09 AM
Scott Addison
Coastal Properties Group International - Treasure Island, FL
Luxury Real Estate and Investment Property Guru:)

Business professional. I want customers to see me as I am, a professional in my field, so I present myself that way.     

Jun 11, 2015 08:27 AM
Nina Hollander, Broker
Coldwell Banker Realty - Charlotte, NC
Your Greater Charlotte Realtor

I'm always business professional persona--blame it on 20 years as a senior executive in the corporate world. I believe that buying/selling a home is a major financial undertaking and should be treated respectfully and professionally.

Jun 11, 2015 08:06 AM
Joe Pryor
The Virtual Real Estate Team - Oklahoma City, OK
REALTOR® - Oklahoma Investment Properties

I use the when in Rome approach to who I am going to meet.

Jun 11, 2015 06:31 AM