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 coming holidays are great opportunities to express gratitude and share the spirit of the season with your top clients!

Holiday Centerpiece - A holiday centerpiece is a beautiful way that you can 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 holidays. 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 may have information on contacting a professional club team to sign autographs, or have staff on hand to provide skates and complimentary lessons. 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 in special ways during the holidays.

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.