New Year, New WOW: Show Gratitude by Supporting Client Resolutions

 In Professional Development

How will you make this year even better than the last one? Dr. John L. Evans shares ideas for starting 2019 with resolution-worthy WOW moments.

Rise and shine, advisors – welcome to a brand new year of WOW. The first client meetings to grace a fresh calendar will probably address goals, whether that means continuing to pursue ongoing priorities or setting new milestones. As you catch up with all your clients, invite them to bring personal objectives into the financial planning discussion. These conversations will provide invaluable insight into how to fuel your professional relationships with shiny WOW moments inspired by client resolutions.

January is the perfect time to embrace change, launch new projects and set personal and professional goals for the next 12 months. So let’s unbox those aspirational fitness trackers, crack open our pristine planners and start inspiring the kind of gratitude that will start off the new year even better than you ended the old one.

Resolution One: Physical Fitness

Classics never go out of style, and get-fit resolutions are as popular now as they ever were. For your runners, skiers, yogis and home chefs, deliver a fitness tracker or healthy eating cookbook. I hope this goes without saying, but be cautious with this category – unless someone has expressed an enthusiasm for fitness or a strong desire to get healthier, your good intentions may run the risk of being misinterpreted.

Your more literary clients may also appreciate Younger Next Year, Chris Crowley and Henry S. Lodge’s guide to aging without fear or anxiety. The book contains advice on how to turn back our biological clocks, put off the normal challenges of aging – weakness, sore joints, bad balance – and reduce the risk of serious illness and injury.

Resolution Two: Mental Serenity

We could all use a little help quieting our minds and finding inner peace. Winter provides ample opportunities to pursue relaxation and happiness, whether that means escaping the cold on a beach or cutting the cord for a weekend of snowshoeing and fireside contemplation.

Consider supporting these worthy goals with InnerGuide, a 12-month combination planner/journal that helps clients become their best selves with less stress, more fun and increased time for the activities they love. Since people are more likely to honor their “me time” resolutions when they’re held accountable, a planner like this makes a thoughtful and practical WOW token.

Resolution Three: Get Connected

Encourage your clients to make 2019 the year of the face-to-face meeting, the handshake and the pen-and-paper note. Wrap up a handsome address book with your contact information already added. Or choose a special wall calendar with a theme your client will enjoy. Monogrammed stationery and specially selected stamps would also work here. Supporting this particular resolution is a great way to pay your positive WOW experiences forward by encouraging clients to forge new connections of their own.

WOW Tip: Unusual, thoughtful acts of service like these go a long way toward differentiating your practice.

Visit, our proprietary tool to help you source hundreds of personalized gift ideas for clients categorized by occasions, interests and price range.

C-0119-21772 03-15-20

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