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

WE WROTE THE BOOK ON WOW

wow

Read it, feel inspired and find out how advisors are putting it into action.

READ AN EXCERPT

SPRING WOW IDEAS

Spring is finally here! And it brings seasonal opportunities to WOW your top clients.

Tax Relief Kit - Help relieve the stress that the tax season brings to your CPA contacts and brighten their day by sending a ”Tax Season Survival Kit” to their offices. The kit can contain a variety of relief related items such as aspirin, snacks, candy, coffee, cookies, stress relief teas, micro-wave popcorn, eye relief aids, and a host of other thoughtful ideas. Presented in a custom gift basket, it will be sure to be an appreciated and remembered gesture.

Spring Break Care Package - Assemble a fun travel kit for your top clients’ Spring Break vacation. Either send it to their homes prior to departure, or have it waiting at their hotel upon arrival. Kits could contain travel guides, lists of resources, games and other useful items. For that personal touch, you may want to include your own recommendations for restaurants and other fun activities they may enjoy!

Business Just Got Personal

The stories of WOW can help you generate a WOW of your own. Read a few here.

"IT'S JUST ANOTHER DAY IN PARADISE."

That was my client's catchphrase. While on vacation, I came across a painting that said those very words...

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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.  

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WHILE SIGNING DOCUMENTS, MY CLIENT MENTIONED A RED WINE HE LOVES.

It turns out he was planning a dinner party for that night. Well, the owner of the favored vineyard is also a client of mine...

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Glass half-full.

It pays to keep your ears open. While signing documents one day, my client talked about a brand of red wine he obsessed over. He also mentioned that he and his wife were throwing a dinner party that evening.

Thinking fast, I contacted another client of mine-the owner of this particular vineyard. I asked if he would deliver wine to my client's get together. The vintner one-upped this request.

He personally hand delivered the wine and even stayed to share a glass with my client, his wife, and their friends. It was an unexpected and appreciated gesture. It was a WOW for not only my client, but the other guests as well. 

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AS A CHILD, THIS ADVISOR EXPERIENCED A HOUSE FIRE

The devastation was forever etched in his memory. So when one of his best clients suffered a similar tragedy, he simply reacted. He knew what to do...

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Turning the worst into the best. 

Experiencing a house fire as a child: that was clearly one of the most devastating events in my life, forever etched in my memory. So when one of my top clients suffered a similar tragedy, I knew what to do.

One of the positives I remembered coming out of the fire were my parents using a blow dryer to dry out and save treasured family photos, damaged from being doused with water. So I showed up the day after the fire with blow dryer in hand. Sifting through the burnt debris, I discovered a box containing a photo album and salvaged the photos within for my clients. It was a meaningful act, creating an even more meaningful WOW. 

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