Episode 0.3 : 10/03/2016

Focus on quality clients

miniseries-ep-3-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 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 3:
Focus on quality clients

In part 3 of our miniseries on building an effective practice, Steve Moore covers the second chapter of his book, Ineffective Habits of Financial Advisors and the Disciplines to Break Them, in which advisors must balance quality vs. quantity of clients. Matt Smith hosts a discussion on how to focus your work on quality clients, allowing you to become an expert in a concentrated demographic and to become an expert in serving those clients.

In this episode:

  • Focusing on quality instead of quantity
  • The advantages of focusing on a client type
  • How to narrow your demographic: occupation, age, and geography
  • Why you should work with an audience you enjoy
  • The challenge of changing your ways

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