The ClientWise Blog

How to Gain Return on Your Values

Posted by Helene Mazur on Oct 16, 2014 10:00:00 AM

In business you can’t rest on your laurels; there are no guarantees.

Ethical standards and staying on one’s toes are a basic requirement to sustaining a competitive advantage for large and small companies alike.

Facilitating a strategic thinking and planning process every few years is an ideal way to make sure that you continue to pursue value- driven, forward-thinking strategies.

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

Topics: Coaching, Business and Operations Management, Goals, Trust

5 Critical Marketing Questions Financial Advisors Must Ask Themselves

Posted by Alix Purcell on Oct 14, 2014 10:30:00 AM

As of 2013, the number of registered financial advisor representatives with a FINRA-member firm was roughly 700,000. With this number steadily increasing year after year, your marketing strategies must do the same. Research proves that 86% of advisors do not have distinct and/or consistent marketing and client acquisition strategies.  As a financial advisor, progression is key when it comes to marketing, but relying on the same tactics and strategies you've used for previous years will not give you an advantage, nor will it keep you differentiated among your competition.

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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, Client Engagement

The Biggest Oversight Financial Advisors are Making for their Future

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

We work with a lot of financial advisors who are in a building phase for their businesses. If anything, they are preparing to join existing financial advisory teams, or perhaps considering partner with their peers, certainly not thinking about the eventual sale of their business. 

 

This is a big oversight: No matter what phase of business you are in, if you lead your own financial advisory practice you should be seriously considering the sale of your business as it relates to its enterprise value and your own succession planning.

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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, Trust, Succession Planning

The Secret To Engaging Your Financial Advisory Team

Posted by Helene Mazur on Oct 8, 2014 11:00:00 AM

We all have work relationships that aren’t ideal. Sometimes we even try really hard to bridge those gaps. Often though, we work side-by-side with less than optimal communication for too long.

How would you rate the dynamics on your financial advisory team?

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

Topics: Communication, Team Development, Trust

7 Simple Secrets to Transform the Financial Services Industry

Posted by Alix Purcell on Oct 6, 2014 1:00:00 PM

The financial services industry has made a lot of progress since the days of 2008 when a dark cloud hung over the reputation of a business that, at its true core, was really trying to help clients improve their relationships with money. While this feeling has shifted over the past 6 years, and financial professionals are seen in an increasingly positive light, there is still incredible opportunity to raise the awareness of the general population regarding how much financial advisors bring to the table.

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

Topics: Communication, History, Change, ClientWise, Trust

Help Investors Break Up with Unresponsive Financial Advisors

Posted by Alix Purcell on Oct 3, 2014 10:00:00 AM

Finances are a very scary part of life for many investors, and with this fear also comes the hesitation to make change. In many cases, investors are always ”on the brink” of switching financial advisors. Perhaps they’ve had multiple conversations with other financial professionals, but have yet garnered up the courage to actually move on.

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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, Communication, Trust

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