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.

WOW IDEAS: Is Your Client Planning a Vacation?

Spring is here, school is out, and many families are planning their summer activities and vacations. Here are some thoughtful ideas to WOW your clients and help make their vacation fun and memorable!

  • Welcome Basket - Have a surprise waiting for your client if the destination hotel can be determined. Contact the hotel/resort concierge about what they are able to do to greet the client when they arrive. It could be a welcome basket in their room, champagne or wine upon their arrival, or an arrangement for spa services. Don’t forget to have a note, wishing a happy and fun vacation!

  • Vacation Survival Basket - Survival Basket, with sun screen, hand sanitizer, baby wipes, tons of snacks, gum, coloring activity books and crayons for the kids (to do at night), ibuprofen, band aids.

  • Travel Passions Journal - Designed to capture travel insights, this journal includes informative pages with checklists, trip planners, 4 themed sections, 202 adhesive labels and 12 additional blank pages Barnes and Noble;,

  • Travel Book - Send a travel guide of the vacation destination, or personalize it with your own favorite travel ideas and tips.

  • Personalized Luggage Tags - Personalized luggage tags let you keep track of belongings with ease and personal style. Find your bags easily with luggage tags for the entire family.

  • The Tile App - Tracking Tile - Attach them to items you really want to keep track of, like keys, luggage, purse. You can track them using an app on your smartphone.

  • eBags Medium Packing Cubes - Packing cubes are terrific, as they let you "unpack without unpacking". They also keep items neater, and they're very handy when a security screener needs to go through your bag.

  • Air Travel Care Package - Put together a carry on packet - magazines of favorite hobby, travel magazines, puzzle, book, snacks, sleep mask, ibuprofen.

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.