Good enough isn't.

The Art of WOW is the springboard into driving extreme client loyalty. Here you'll learn how to use your A-game to go above and beyond for your A-level clients.

Begin the Art of WOW Program

Here you'll learn how to use your A-game to turn your A-level clients into raving fans.

Program Activity



Read it, feel inspired and find out how advisors are putting it into action.


The start of a new year provides us an opportunity to hit the reset button. Find ways to support your top clients’ resolutions e.g. deliver a pedometer to someone starting a new exercise program or send a healthy recipes cookbook to your client starting a new diet.

Perhaps your client needs some help planning for success throughout the year…. consider the 2016 planner from Innerguide. Going beyond a traditional planner, this one offers planning tools and exercises to help clarify personal and professional goals and lay a strong foundation for a meaningful year.

Tax Relief Kit - Help relieve the stress that the tax season brings to your CPA contacts and brighten their day by sending a ”Tax Season Survival Kit” to their offices. The kit can contain a variety of relief related items such as aspirin, snacks, candy, coffee, cookies, stress relief teas, micro-wave popcorn, eye relief aids, and a host of other considerate ideas. Presented in a custom gift basket with a thoughtful note, it will be sure to be an appreciated and remembered gesture.

Business Just Got Personal

The stories of WOW can help you generate a WOW of your own. Listen to advisors share their thoughts on how WOW has fueled their practices.

Financial advisor Thom Fross is driving extraordinary business growth by thinking outside the box to create and deliver great client experiences.

Financial advisor Brian Grogan shares how he has built his practice by deepening his client relationships through "The Art of WOW".


That was my client's catchphrase. While on vacation, I came across a painting that said those very words...


Just another day in paradise.
An owner of a large company, he was working 25 hours a day, 8 days a week. Still, every time someone asked him how things were going, he had the same congenial, sincere, and chipper reply, "It's just another day in paradise."

One summer, while I was vacationing in the Florida Keys, I stumbled across a gift shop. Inside, I saw a painting of a beach scene and my hard-working client immediately came to mind. Why? His "paradise" catchphrase was showcased on this print. So without hesitation, I purchased the artwork and sent it his way. By coincidence, it arrived on his birthday.

But even more surprising, I walked into his office and saw an almost identical painting hanging next to it. Turns out, my client's 13-year-old daughter saw the very same painting online awhile back. She couldn't afford to buy it for her dad, so she painted it herself. It was a magical, inspiring and emotional coincidence. It was a true WOW.