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 Hole in One

"In a conversation with one of my top clients, Bill, I learned that he had recently purchased a house on the 18th hole of the local country club's championship golf course. My sales associate and I thought it would be a great idea to get him a picture of the 18th hole for his "golf room" in his new house. We called the country club pro shop and they were able to send us a picture via email. We had the picture reproduced at an online printing site and it came out beautifully. I recently met with Bill and was able to hand deliver the canvas printed photo. It was great to see the surprise and huge smile on Bill's face when he opened the package!"

...Listening carefully, identifying passions and acting with surprise are key components to a process committed to WOW.

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.

Are your clients experiencing spring fever? New ideas to WOW your clients.

    • Spring Break Care Package - Assemble a travel kit for your top clients' Spring Break vacation. Send it to their homes before the big trip, or have it waiting for them at their hotel. Kits could contain travel guides, lists of resources and other items they might find useful given their destination. You may want to also include personal recommendations for restaurants or activities that you favor when you're in town.
    • Disney Survival Basket - Provide your clients planning a trip to a popular theme park with a "survival" basket filled with thoughtful items: Disney autograph book, sunscreen, hand sanitizer, baby wipes, ibuprofen, Band Aids, healthy snacks, coloring activity books and crayons for the kids.
    • Time to grow - Help your clients get their yards in spring mode by sending seed packets, starter kits and helpful gardening tips from a local expert.

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".