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.


Don’t forget your most important “client”…. Mom!

Advisors live a busy day-to-day schedule, and suddenly, it’s Mother’s Day! Besides flowers, here are some unique tips and ideas that may help you not to overlook an important personal occasion, and also a golden opportunity for you to Wow your top clients!

  • Host a Mother's Day event for your top "Moms" - It could be a high tea service at a local hotel , a luncheon, wine tasting, a treatment (i.e. manicure, facial, etc.) at a local salon.   Consider a small takeaway for your guests of honor:  Roses, small potted plants,  small gift bag

  • Healing Spa Gift Basket: Relax--send a fabulous Healing Spa Gift Basket from and provide everything she'll need to be happy, relaxed and rested!

  • EGift certificate for a relaxing spa treatment: Elizabeth Arden RedDoorSpas. com

  • Gift of Chocolate: Let your clients know you are thinking of them on Mother's Day with a 12-piece Signature Truffle gift box from

  • Gourmet dipped Strawberries: may be able to rush delivery, or perhaps a similar treat could be found at a local bakery.

  • Check out your area supermarket, which in addition to flowers and greeting cards, probably carries a variety of gift cards for specialty stores, restaurants, movie passes, etc.

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.