Better conversations. Better outcomes. | Presented by BMO Global Asset Management

Deliver WOW client reviews

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In part 6 of our “Building an effective practice” miniseries with Steve Moore, we discuss WOW client reviews. What is a WOW client review? Which of your clients should you offer this kind of service to? Matt and Steve discuss the details of what a WOW client review looks like, the word-of-mouth marketing power of it, and what it takes to create it. Listen in to this miniseries as Matt Smith interviews Steve Moore on each habit in his book, Ineffective Habits of Financial Advisors and the Disciplines to Break Them.

For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/deliver-wow-client-reviews/.

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Better conversations. Better outcomes. | Presented by BMO Global Asset ManagementBy Ben D. Jones and Emily Larsen with BMO Global Asset Management
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