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 season can create opportunities for WOW! One way to be efficient at WOW delivery is by identifying clients with similar interests. WOW them by the dozen with a unique group experience.

College/Professional Football Tailgate Party - Host a tailgate-style party for clients from your area. Contact a college program or professional team and invite a player or assistant coach to come and speak about their program and the current season. If the school is your client’s alma mater, you may want to give them a new school sweatshirt or other form of updated spirit wear.

Celebrate Autumn - Celebrate the start of autumn by treating your top clients and their families to a special event! Organize a pumpkin picking event, a fun family hayride or a visit to a corn maze at a local farm. Make it even more festive with apple cider and hot chocolate, and perhaps a small gift bag for the kids!

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.