The ClientWise Blog

Amy Buttell

Recent Posts

Hedge Funds Set To Barrel into Wealth Management Space

Posted by Amy Buttell on Aug 30, 2012 9:48:00 AM

Financial Advisors…brace yourselves for more competition! Come mid-Fall, hedge funds could be pitching their services to wealth management clients with alluring commercials, billboards, brochures, websites and social networking. That’s because the JOBS Act, passed by Congress and signed into law in April, opened the door to hedge fund advertising. The Securities and Exchange Commission on Wednesday published rules governing this shift and opened a 30-day comment period.

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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, Marketing Approach

Irony! As Opportunities Increase, Financial Advisors Decrease

Posted by Amy Buttell on Aug 9, 2012 8:08:00 AM

It’s a paradox! Just as opportunities for financial advisors are on the rise, more advisors than ever before are leaving the industry. A study by research firm Cerulli Associates reveals that the ranks of U.S.-based financial advisors fell by 2.3 percent or 7,000 in 2011. The firm expects this trend to continue, with the industry losing approximately 19,000 advisors during the next five years.

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

Topics: Leadership, Marketing Approach

Improve Your Marketing with a Free Assessment

Posted by Amy Buttell on Aug 2, 2012 1:50:00 PM

Marketing is one of the most critical activities in the ClientWise Professional Advisory Model™ (PAM™). An effective marketing campaign leverages your branding message to connect with potential clients, professional advocates and industry influencers as well as solidifying your message with current clients.

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

Topics: Marketing Approach

4 Proven Media Relations Strategies that Work for Financial Advisors

Posted by Amy Buttell on Jul 17, 2012 11:03:00 AM

Many financial advisors want more exposure in the media. It’s a no-brainer really. Media attention raises your awareness with potential clients, potential professional advocates and other stakeholders; enhances your stature with current clients and tends to feed on itself, resulting in more media attention and the opportunity to be on TV, in the newspaper, as well as online news outlets.

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

Topics: Marketing Approach, Business Development

How Financial Advisors Can Lever the Fiduciary Standard

Posted by Amy Buttell on Jul 10, 2012 10:39:00 AM

You may have seen this provocative article in this past weekend’s NY Times, “A Fancy Financial Adviser Title Does Not Ensure High Standards”.

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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

MSSB Financial Advisors Embrace Digital Marketing: Where are You?

Posted by Amy Buttell on Jun 27, 2012 11:59:00 AM

Following a pilot program that gave 600 financial advisors access to Twitter and LinkedIn, Morgan Stanley Smith Barney has taken the training wheels off and gave permission this week for all of it’s advisors to use social media marketing platforms. There’s a catch, though.

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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, Marketing Approach

3 Tips for How Financial Advisors Can Serve Up a Fresh, New Website

Posted by Amy Buttell on May 29, 2012 11:05:00 AM

For financial advisors, a website is the gateway to your practice for potential clients. An interesting, informative website serves to welcome potential clients and help them get comfortable with you and your services. A poorly designed and written website that’s confusing and doesn’t provide the information a potential client is looking for could end a relationship before it begins.

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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

RIA Regulation Moves Forward

Posted by Amy Buttell on May 1, 2012 10:57:00 AM

Ever since the Dodd-Frank Wall Street Reform and Consumer Protection Act was signed into law in July 2010, RIAs have been wondering what regulatory agency they would ultimately answer to. While that question still hasn’t been resolved, Sen. Max Bachus introduced legislation last week that would transfer regulation of RIAs from the Securities and Exchange Commission (SEC) to a separate agency, most likely the Financial Industry Regulatory Authority.

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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, Social Media, Entrepreneurs

7 Financial Advisory Blogs that Rock, Part 2 of 2

Posted by Amy Buttell on Apr 3, 2012 11:05:00 AM

Last week, we observed that blogging is finally coming of age for financial advisors. As more financial service companies find a way to work within compliance issues, there are more opportunities for financial advsors to differentiate themselves, and use the blogging medium to get in front of potential clients, colleagues, media members, and industry influencers.

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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, Marketing Approach

7 Financial Advisory Blogs that Rock: Part 1 of 2

Posted by Amy Buttell on Mar 27, 2012 11:05:00 AM

Blogging is finally coming of age for financial advisors. It used to be that blogging was optional – advisors could do it or not, and if not...hassles with compliance were always a handy excuse.

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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, Business Development, Client Engagement