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The ClientWise Blog

5 Actions Financial Advisors Should Take on Social Media TODAY!

Posted by Alix Purcell on Sep 11, 2014 10:00:00 AM

In August we published a blog about going digital in one weekend. Have you done it yet? Well, if not, you’re missing out. Social media expert Amy McIlwain, who specializes in the financial services industry, explains exactly why in her recent article “20 Astonishing Social Media Statistics for Financial Advisors.”

 

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

Topics: Client Acquisition, Social Media, Technology, Communication, Marketing Approach, Client Engagement

Joint Venture Provides Cutting Edge Workshops for Financial Advisors

Posted by Alix Purcell on Sep 9, 2014 11:15:00 AM

We’re thrilled to announce that we have recently partnered with ThinkAdvisor, a company equally committed to helping financial professionals access industry knowledge and grow their businesses. Together, ClientWise LLC and ThinkAdvisor will pool their resources to create one of the most compelling workshops for elite financial advisors committed to building billion dollar businesses

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

Topics: Coaching, Leadership, Entrepreneurs, Business Development, Team Development, ClientWise

9 TED Talks Every Financial Advisor Must Watch

Posted by Chyna Dama on Sep 4, 2014 11:00:00 AM

As a financial advisor, it’s easy to get caught up in day to day activities, working IN your business instead of ON your business.  But making an effort to help grow yourself personally and professionally cannot fall at the wayside.  Taking charge of your personal and professional development will enable you to strengthen your business throughout your career.  Whether it be engaging in private or workshop coaching, or simply attending a lunch & learn, reading articles, subscribing to blogs, or watching short videos/lectures that challenge you, and force you to expand your thinking and potential.  You should never become complacent or comfortable about skill acquisition and knowledge.

 

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

Topics: Leadership, Business Development, Learning

Unveiling the ClientWise Research Approach

Posted by Alix Purcell on Sep 2, 2014 1:00:00 PM

At ClientWise, we pride ourselves on the fact that every opportunity in which we engage is a learning opportunity. In fact, we provide the same opportunity for professionals who work with us to embark on their path as “journey learners.” Everything we experience, good or not so good, is never anything less than an opportunity to learn what we can do better. Journey Learners are constantly stopping to assess their successes and failures, and learn from those experiences to better their approach.

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

Topics: Coaching, Learning, ClientWise

Share the Love: Introducing ClientWise to Financial Professionals

Posted by Alix Purcell on Aug 27, 2014 11:00:00 AM

Do you know someone in financial services whose business is struggling or plateauing despite the recent uptick in the economy? As financial professionals we’re inclined to help others in the industry because we’re in the business of building relationships. For ClientWise, this means that many of our referrals come from existing clients who’ve benefited from our coaching services, or other professionals who would be indirectly benefited by others within their business using our services. Maybe you had an incredible experience with coaching; or you’re a relationship manager who wants to help their financial advisors improve their businesses, or a business development manager who’s charged with the task of bringing more clients into your firm. No matter your reasoning, you’re someone who is eager to refer our services and help other people. So where do you begin; what do you say?

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

Topics: Coaching, Learning, ClientWise

5 Steps to an Entrepreneur's Success

Posted by Alix Purcell on Aug 15, 2014 10:58:00 AM

If you’re a financial advisor who has been in the business for a number of years, these steps may seem elementary to you. Perhaps you feel you’ve surpassed these goals, or touched on everything on this list. But the fact of the matter is, these aspects of your business can always use revisiting and refining. The vision of your business is bound to change as the industry changes, or as your clients’ needs change as a result of the current economic environment. Naturally, as your vision changes, so does everything else n its wake—not in a drastic way, but enough that paying attention to the subtle details can make a huge difference for your business and your growth.

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

Topics: Business and Operations Management, Organizing Priorities, Leadership, Entrepreneurs, Marketing Approach

7 Killer Questions You Should Be Asking Your Clients

Posted by Alix Purcell on Aug 12, 2014 10:30:00 AM

Your relationship with your clients is as important as your financial advising of them. They view you as a trusted partner in their day-to-day lives as much as they see you as a keeper of economic knowledge. Rather, I should say, they’re supposed to view you as a trusted partner. In some cases this is too immediately assumed. 

 

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

Topics: Coaching, Communication, Client Engagement, Learning

Checklist: Go Digital in One Weekend

Posted by Alix Purcell on Aug 7, 2014 4:00:00 PM

Thinking about increasing your digital footprint? Your kids are constantly on social media, your wife has created various profiles to promote her business, heck, even your mother is online sharing content and promoting her favorite brands and causes. You dabble occasionally, but usually only if forced, and if you’re like most financial advisors, the thought of going digital in your business seems like a lot of effort for very little return. But the truth is, it’s the way of the world, especially if you are looking to target a younger generation of investors that will keep your business sustainable and growing into the future. .

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

Topics: Social Media, Technology, Marketing Approach

Best ‘Back to School’ Tips for Financial Advisors

Posted by Alix Purcell on Aug 5, 2014 9:53:00 AM

 

Whenever I think about “back to school” two things happen. First, I remember how excited I used to get to buy all my new school supplies for the year, and then I remember what it was like to pick out my classes. Financial advisors go through a similar process coming out of the slow summer months, and here are some tips to gear up and maximize your productivity

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

Topics: Business and Operations Management, Organizing Priorities, Leadership, Team Development

Do Your Oil Changes Regularly

Posted by Rich Maxwell on Jul 31, 2014 10:00:00 AM

 

One of the most important drivers of growth and performance of your staff is providing them with timely and constructive feedback.  And yet it is one of the hardest things leaders have to do apparently, given the number of formal feedback processes (annual evaluations) that are routinely delivered late or not at all.  And leaders almost always sigh and complain about having to do them.

 

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

Topics: Business and Operations Management, Organizing Priorities