Episode 0.6 : 10/24/2016

Deliver WOW client reviews

miniseries-ep-6-header

Steve Moore

President
Moore Solutions

Host:

Matt Smith
Managing Director
BMO Global Asset Management

Ben D. Jones
Managing Director – Intermediary Distribution
BMO Global Asset Management

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Thank you!

Thank you for your interest. We look forward to helping enhance your client conversations.

Thank you!

Thank you for your interest. We look forward to helping enhance your client conversations.

Miniseries episode 6:
Deliver WOW client reviews

In part 6 of our “Building an effective practice” miniseries with Steve Moore, we discuss WOW client reviews and how you can provide more to your clients than just an investment review. Matt Smith leads the discussion with Steve about the power of a high-value, WOW client review, how to create and execute a WOW review, which of your clients should be offered this kind of service and the word-of-mouth marketing power it brings. Steve Moore is the author of Ineffective Habits of Financial Advisors and the Disciplines to Break Them, a framework advisors can use to develop strategic goals and build an efficient practice.

In this episode:

  • Why delivering WOW client reviews is important
  • Who you should deliver WOW client reviews to
  • What happens during a WOW client review
  • The viral marketing power of WOW client reviews
  • The investment from the advisor to create this service

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