Episode # 9 – Better Client Relationships

by Kirk Lowe and Matt Halloran | ModMarketing

Better Client Relationships – How to Create “Moments”

In this episode, Kirk and Matt start by diving a little deeper into Hits, Touches and Moments, originally discussed in Episode #8. 

They then quickly get into hands on experience about how some financial advisors have excelled in building Moments with their clients. Memorable events that have impact and relevance to their clients individual hopes and dreams. Moments that make for better client relationships, lifelong client relationships.

They talk about a listening tactics that first and foremost help with the “listening” but secondly, help engage the client and confirm their importance.

They also talk about type of events that offer incredible moment-building opportunities with clients. These typically include opportunities for clients and their advisors to be grateful for what they have,