New Wave

New Wave


#68 – How to Create More Value for Your Clients

September 10, 2016

Peter Bowman was working for a dealer group and wanted to chat to his Financial Advisors about how to market themselves better, but never felt there was enough time.  As a result he wrote the book “Service 7”. The 7 steps for great service to your clients are: Providing value Understanding your client’s needs Reputation Attracting... Read More