The ClientWise Blog

The Art of WOW: Improve Your Client Engagement Process

Posted by Ray Sclafani on Feb 12, 2016 9:18:15 AM

People will forget what you said. People will forget what you did. But people will never forget how you made them feel.” Maya Angelou

That’s the genuine essence of creating WOW experiences for your clients – finding deeply personal ways to make them feel uniquely special. Too often, advisors think of their clients as a group rather than individuals – striving to be thoughtful by sending them all a bottle of wine (whether or not they happen to be wine aficionados) or a holiday turkey (even if they’re vegetarians). It’s not that those gestures are necessarily a bad thing, but are they really personal? 

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Topics: Client Engagement, loyal client advocates, client appreciation