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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
October 28, 2013 at 08:00 PM
Whether it’s a basketful of goodies (plus aspirin) sent to tax professionals as a “tax season survival kit,” or an offer to connect hurricane-menaced clients with sources of preparation and cleanup assistance, advisors can create WOW experiences for individuals or groups.
Sound like a nicety you can’t afford? WOW converts don’t think so. WOW “has nothing to do with investments, but everything to do with risk management,” said Richard Mazo, an advisor with Ameriprise Financial in Cocoa, Fla.
“The Art of WOW”—the ability to build client loyalty by delivering exceptional experiences—has been codified in a book from Janus Labs. “It includes inspiration as well as instruction, suggesting ideas and procedures to expand your capacity for delivering WOW experiences,” explained John Evans, Jr., executive director of Janus Labs. The book is currently available through Janus and will be released on Amazon.com later this year, Evans said.
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Copyright © 2024 ALM Global, LLC. All Rights Reserved.
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