Close Close
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards

Financial Planning > Tax Planning

WOW: Not investments, but risk management

Your article was successfully shared with the contacts you provided.

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 later this year, Evans said.


© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.