What is a Key Client?
Someone who:
- Remains fully engaged in the client/coach relationship.
- Regularly attends their reviews.
- Continues to build upon their financially balanced plan.
"WHAT ARE THE ADVANTAGES OF BEING A MONEY MATTERS KEY CLIENT?"
Money Matters Key Clients are tied into a relationship with a well-regarded team that is focused on helping them to obtain, maintain and progress within their financial goals and objectives. The team consists of the following caring members:
- Financial Coaches/Advisors - Our team of coaches have a combined experience in the financial arena of more than 62 years. With a wide range of education, certifications, designations, resources and hands on experience. Our coaches are able to provide balanced and sound financial solutions in all areas of the financial arena.
- Administrative/Technology Team - Our Administrative team is dynamic and they are fully capable of handling all of your administrative and technology needs in the financial arena.
- Client Relations – Our client relations team really does understand that the client comes first and they regularly reach out to our clients to make sure that their communication channel to their coach is open at all times. They also spend a great part of their work schedule planning enjoyable and informative events for our Key Clients to attend so that they can continue to grow their knowledge and understanding of the financial arena.
"ANYONE CAN BE A KEY CLIENT. NOT EVERYONE IS A MONEY MATTERS HALL OF FAMER."
