Get more episode and subscribe on:
Ep 70: How to Build Great Client Relationships with John Klotz
High-net-worth clients are a highly sought-after segment, but do you know how to build lasting relationships with them?
IPC Advisor, John Klotz shares strategies for earning clients’ trust, highlighting the commonalities between all client types, and tactics for building stronger relationships.
Chris Reynolds, Executive Chair and co-founder of Investment Planning Counsel, is turning the page on what it means to build a better business.
Tune in to conversations with visionaries and financial advisors who have walked the path to success for ideas you can implement today.
Chris discusses the strategies and tactics to building the trust of high-net-worth clients, with John Klotz.
We might be in the financial advice business, but we’re also in the relationship building business. The relationships we build with our clients are the key that build the trust and connection we have with them.
In the high net worth space, building the right relationships with the right professionals can help your clients with their unique needs really can be a huge key to offering a great client experience. One of our advisors, John Klotz, knows this well. John has built a great relationship with our IPC Private Wealth division and relied on them to help build a better relationship with his clients.
John Klotz is the founder of Northwood Financial based in Toronto and has over 20 years of experience in the financial services industry.. He’s a graduate of the University of Toronto (BA) and the Canadian Institute of Financial Planning (Toronto) . He is a member of the Financial Planners Standards Council in Canada and a member of Advocis, formerly the Canadian Association of Insurance and Financial Advisors. He is also President of Northwood Mortgage Life .
Schedule a virtual coffee with me using the form on the right.
If you loved this episode, I’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use! If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!
Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast/
Grab a virtual coffee with Chris
Would you like to spend 20 minutes with me - virtual coffee in hand – furthering the conversation you heard in any of the podcasts?
Want to be or being a guest on the show?
Fill out the form and let me know!
Ep 70: How to Build Great Client Relationships with John Klotz
