Go Beyond Your Call of Duty to Build a Engaged Customer Relationship

An engaged client is someone who feels connected to your value and connected to you as an advisor.

Does your business have engaged clients?

In this episode, Bill Cates speaks with E. Scott Miller, vice president – investment officer at Wells Fargo Advisors. Scott shares how he has created the ‘wow factor’ in his business relationships, and how it 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 customer loyalty
  • What he does differently in his business to build loyal business relationships
  • And more!

Related: Why “Expectations Checks” Are Critical to Your Success