What is a Key Client Hall of Famer?
Someone who:
- Remains fully engaged in the client/coach relationship
- Regularly attends their reviews
- Continues to build upon their financially balanced plan
- Regularly refers others to Money Matters
"WHAT ARE THE ADVANTAGES OF BEING INDUCTED INTO THE MONEY MATTERS KEY CLIENT HALL OF FAME?"
Money Matters Key Client Hall of Fame members inductees 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 daily 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.
In addition they:
- Receive invites to private “Hall of Fame” events
- Subscription to American Lifestyles Magazine
- Preferred return calls
- Preferred action/task completion
- Personalized calls
*Must be current in all 4 Hall of Famer points to be eligible for Hall of Fame Benefits.
"ANYONE CAN BE A KEY CLIENT. NOT EVERYONE IS A MONEY MATTERS HALL OF FAMER."
