An engaged client is someone who feels connected to your value and connected to you as an advisor.
Is your business truly maximizing client engagement?
In this episode, Bill Cates speaks with E. Scott Miller, Vice President and Investment Officer at Wells Fargo Advisors. Scott shares how he has created the “wow factor” in his business relationships, and how his client engagement strategy has led to incredible loyalty and, in many cases, a number of referrals.
Scott discusses:
- The positive impact of using the ‘wow factor’ in your business
- Some examples of how he has created incredible client engagement and loyalty
- What he does differently in his business to build loyal business relationships
- And more!
Connect With Scott Miller:
- LinkedIn: Scott Miller
- Wells Fargo Advisors
- 858-523-7999
- wfadvisors.com
Connect With Bill Cates:
- BillCates@referralcoach.com
- (301) 497-2200
- Referral Coach Homepage
- Hire Bill for Coaching
- Enroll in The Cates Academy™
About Our Guest:
Scott Miller’s experience focuses on the construction and execution of investment strategies for long range retirement and estate planning strategies. His fee-based approach enables him to create tailored financial strategies to help meet specialized wealth management needs. He assists in the design and implementation of qualified retirement plans, and helps plan sponsors manage their fiduciary liability. He advises plan participants how to effectively allocate their retirement investments for maximum diversification and growth potential within stated risk parameters.
Podcast: Play in new window | Download | Embed