The stories of WOW can help you generate a WOW of your own. Listen to advisors share their thoughts on how WOW has fueled their practices.
We believe that GRATITUDE can empower financial advisors to attain striking advantages in business through capturing and retaining client relationships.
Giving thanks doesn’t stop at a kind word. Learn how to use your gratitude A-game to turn A-level clients into raving fans with the Art of WOW online suite of resources.
A thriving advisor in Fort Worth, Texas, stumbled into a compelling WOW opportunity. Not long ago a top prospect of hers indicated that he was going on an extreme Canadian hunting trip. He was very excited. The advisor, having a mindset for WOW, seized the opportunity with a brilliant idea. She got him a journal, and personally delivered it to him at his home the day before the trip. Being an "act of service" type, this gesture alone was powerful. But the home run came when the prospect returned from the trip, took the advisor to lunch, and read her some of the journal entries about his once-in-a-lifetime adventure. She won him as a client, and she now operationalizes WOW by giving every top prospect or client a journal prior to their departure on their own special getaways. In each journal, she writes a personalized message on the opening page, and she keeps a stack of the books on hand at the office.