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ClientWise is the premier business and executive coaching firm working exclusively with financial professionals.

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"Traditional planning is just table stakes."

  
  
  

There was an interesting development yesterday, April 27th, in the competitive quest to serve affluent clients. U.S. Bank announced the launching of Ascent Private Capital Management, a new wealth-management group for high-net-worth clients with more than $25 million in assets.

 

 

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Get the Upper Hand on Voicemail

  
  
  

Voicemail is a necessary evil for most of us today.

 

 

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Time, Money, & Happiness

  
  
  

Jennifer Aaker is a social psychologist, author, and professor of marketing at Stanford University's Graduate School of Business. Over the years, her research has focused on three topics of interest to most of us: Money, Time, and Happiness (not necessarily in that order).

 

 

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

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Your (Flawed) Telepathic Powers

  
  
  

Chris Brogan is an author, entrepreneur and thinker. His blog, chrisbrogan.com, is in the Top 5 of the Advertising Age Power150.

 

 

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

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Decamillionaires Need Your Help!

  
  
  

There’s a famous, and most likely apocryphal, exchange between Ernest Hemingway and F. Scott Fitzgerald:

 

 

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

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"Talkin' 'bout my generation..."

  
  
  

People try to put us d-down (Talkin' 'bout my generation)Just because we g-g-get around (Talkin' 'bout my generation)Things they do look awful c-c-cold (Talkin' 'bout my generation)I hope I die before I get old (Talkin' 'bout my generation)
"My Generation", written by Pete Townshend and performed by The Who, was named the 11th greatest song of all time by Rolling Stone. The song, composed by Townshend at the age of twenty because he was infuriated at the Queen Mother for allegedly having his car towed, was written for rebellious British youths and expressed their feeling that older people "just don't get it".

 

 

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

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