Delivering “wow” service to attract referrals

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Delivering “wow” service to attract referrals

Jun 29 2022 / Annual Meeting

Delivering “wow” service to attract referrals

Poh shares how building a hospitality team, developing an easy-to-understand guide to financial planning and preparing a professional presentation kit during virtual meetings can help deliver a “wow” experience to your clients.

By Alene Poh

Topics covered

Client service

Available Languages

AUTHOR

Alene Poh

Featured in this video

Alene Poh

Alene Poh is a financial services professional who focuses on providing excellent service to clients, an approach she feels comes from the heart. She strongly believes in continuing education as a means for self-improvement and to help clients properly plan to achieve their financial goals. She and her team enjoy strategizing different ways to “wow” her clients, which she credits to keeping her business sustainable and relationships with her clients genuine.