WORKonWATTst

Financial advisors who obtain the certification can highlight it as a differentiator when seeking approval to implement financial wellness classes or as a basis for a raise. Here’s a suggestion:

Subject: A New Approach to Client Engagement

Dear [Manager/Director],

I’m writing to propose a unique addition to our client engagement strategy that aligns with my recent certification as a Certified WdubW Stock Workout Instructor. This program combines fitness and financial literacy, providing an innovative way to engage clients beyond traditional advisory sessions.

By hosting financial fitness workshops or offering one-on-one guidance using this approach, we can tap into clients’ growing interest in holistic wellness. This method not only enhances client satisfaction but also solidifies long-term relationships by positioning our firm as forward-thinking and client-centric.

I believe this unique service could differentiate our firm in a competitive market. I’d love to discuss how we can integrate this offering into our practice.

Thank you for your time and consideration.

Best regards,

 [Your Name]