The ClientWise Blog

Part III: Changing Your Mindset Can Change Your Business

Posted by Alix Purcell on Oct 1, 2014 11:00:00 AM

The last two ClientWise blogs have gone into depth about how changing your mindset about what you do and who you are can change your business for the better. We’ve outlined a lot of specifics about WHAT to do, but you might be wondering HOW to accomplish it.

 

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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, Leadership, Entrepreneurs, Team Development, Change

Part II: How Changing Your Mindset Changes Your Business

Posted by Alix Purcell on Sep 29, 2014 10:00:00 AM

Since we’ve partnered with Summit Media to launch our joint workshop “Building the Billion Dollar Business™,” ClientWise has been focusing specifically on helping financial advisors transition from thinking like producers running a practice, to thinking like CEOs running hugely successful businesses with the potential to bring in a billion dollars in revenue.

 

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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, Leadership, Entrepreneurs, Team Development, Change

Financial Advisors: How Changing Your Mindset Changes Your Business

Posted by Alix Purcell on Sep 24, 2014 11:00:00 AM

Are you in the 38% of financial advisors who consider themselves business owners over advisors, or do you fall in the larger category of the 62% of financial advisors who consider themselves advisors first and business owners second?

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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, Leadership, Entrepreneurs, Team Development, Change

9 Creative Ways for Financial Advisors to Acquire Clients

Posted by Alix Purcell on Sep 20, 2014 10:00:00 AM

If the thought of your client acquisition tactics have become tiring or boring, they’re probably also not working very effectively either. The tips below will liven up the process, get you thinking differently about your approach, and likely land you a few clients!

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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, Marketing Approach, Innovation

Financial Advisors, Could Your Webpage Be Costing You Clients?

Posted by Alix Purcell on Sep 16, 2014 12:58:00 PM

You are probably at a point in your career where you're acquiring clients in a variety of ways.  If you have an active professional network, you might be finding centers of influence in lawyers and CPAs who refer you clients. If you have developed strong relationships with your current clients, you are probably also receiving referrals from them on a somewhat regular basis. Perhaps when you receive these referrals you’re introduced via email, maybe even in person. Either way, you can almost guarantee that when it comes time to make a decision, that referral will visit your website before they contact you.

 

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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, Marketing Approach, SEO, Client Engagement, Website Design

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