Episode 89


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Most mortgage brokers think that giving their clients what they ask is enough to create a great customer experience. But the little things matter more than they realise. Sometimes, the best way to wow clients is to tug at their feelings and give them something truly unique.

In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted talk about how listeners can create wow moments. They encourage mortgage brokers to find unexpected ways to create memorable experiences for their clients. Tune in to discover how you can tap into your clients’ emotions so you can wow them beyond their expectations.

The Key Questions

  • Why is it essential to wow your clients? (2:19)
  • How can wow moments be integrated into the client care system? (4:24)
  • What is the difference between a settlement gift and a wow moment? (13:45)
  • What is the process for planning out wow moments? (18:37)

What You’ll Discover

  • The evolution of wow moments within the mortgage broking industry (5:31)
  • Different ways to personalize customer experiences (8:03)
  • How to understand your target market (9:41)
  • The benefits of using technology to wow clients (12:28)

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