Good enough isn't.

We believe that GRATITUDE can empower financial advisors to attain striking advantages in business through capturing and retaining client relationships.

Begin the Art of WOW Program

Giving thanks doesn’t stop at a kind word. Learn how to use your gratitude A-game to turn A-level clients into raving fans with the Art of WOW online suite of resources.

A classic house warming WOW idea

I met recently with a VIP client that has yet to do much business with me. In our last meeting I told him that I am appointing myself as his WOW Czar and that I wanted a project.
With some reluctance, he mentioned a big client of his that had just purchased a new home. He wanted to do something and asked if I thought he should take them a potted plant as a house warming gift.

I told him that this is a perfect opportunity to do something much more unique and emotionally engaging than a fern. I suggested that a customized tool box with all the items that a new home-owner might need (small hammer, pliers, caulk, blue tape, picture hanging kits, level, measuring tape, etc.) would be infinitely more memorable. I helped him put together the kit and we even ordered an engraved name plate for the front of the toolbox. I reminded my client that now his client will remember him every time he reaches for the tool box to hang a picture or tighten a screw… because how many of us have a personalized, engraved toolbox?!?

For more WOW resources and stories like this one, begin the Art of WOW program today!

Program Activity



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


We aim to help our clients ignite (or re-ignite) their acquisition efforts and build a “tribe” of loyal clients.

WOW Ideas for the Holiday Season

The coming holidays are a great opportunity to express gratitude and share the spirit of the season with your clients!

  • Holiday Centerpiece - A holiday centerpiece is a beautiful way to create special memories of the holiday season for your clients and their families. Surprise them with a festive centerpiece for their dinner table, or other display area in their office or home. Traditional elements, such as cornucopias, pumpkins, garland, poinsettia, candles help set a mood of comfort and warmth that is indisputably suited to the holiday season. A local floral retailer or an online service can create and send the centerpiece of your choice.

  • Family Ice Skating Party - Celebrate the season by planning a skating party for your top clients and their families at a local ice rink. The rink staff is usually on hand to provide skates, and perhaps offer complementary lessons. They may even have information on contacting a professional club team to sign autographs. A local caterer can also supply warm cocoa and treats for everyone to enjoy! Arrange to have a photographer on hand to snap pictures that can be shared with clients during the event, or at an exclusive opportunity after the event.

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".