Moments of Truth

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How financial planners can build exceptional realtionships with clients, prospects and introducers.

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Moments of Truth

  1. 1. Moments of TruthHow to build exceptional relationships with clients, prospects and introducers<br />Jon Pittham <br />February 2011<br />
  2. 2. Agenda<br />
  3. 3. Moments of Truth<br />
  4. 4. What are Moments of Truth?<br />
  5. 5. Building relationships<br />Relationship<br />
  6. 6. Moment of Truth<br />All the value is created here<br />
  7. 7.
  8. 8.
  9. 9. How do we influence them?<br />
  10. 10. Your clients are buying you!<br />
  11. 11. Dedicated to helping you connect with your clients, prospects and introducers<br />www.clients-first.co.uk<br />0845 3037788<br />eNewsletters<br />Websites<br />Branding<br />Consultancy<br />News content<br />Online surveys<br />

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