The ClientWise Blog

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

Take The Wheel... It's Time To Drive Your Business

Posted by Helene Mazur on Jul 24, 2014 11:55:00 AM

If you are like most financial advisors you started in the business with one or two clients and over the years have worked really hard to add new names to your client roster. You fill your arsenal with credentials and a growing list of clients, and your days get busier and busier. On some days, it might even feel like your clients are running the show.  

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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, Client Engagement, Relationship Management, client management

6 Brilliant Strategies That Will Maximize Your Conference Experience

Posted by Alix Purcell on Jul 22, 2014 11:20:00 AM

As a featured participant at The 2014 LPL Financial Focus Conference in San Diego next month, we’ve been working with many of our LPL clients on maximizing their attendance at these types of events. 

 

No matter how you look at professional conferences—a necessary obligation, a break from an otherwise stressful work week, an opportunity to meet new people, a place to get free stuff—they usually take up a full day and almost always fall short of your expectations.  So how do you avoid this and make what might seem like wasted time, an incredibly productive investment of your time?

 

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

Topics: Coaching, Client Acquisition, Social Media, Business Development

What is #NFAW14?

Posted by Alix Purcell on Jul 17, 2014 12:31:00 PM

Prime location, check. Leading financial media outlets, check. Top financial advisors, check. Eager investors, check. Celebrity appearances and life-changing giveaways, check and check! The first ever National Financial Advisor Week has got it all, and Advice IQ, its host, isn’t testing the waters. They’re going in head-first with a full takeover of Times Square, and the result is anticipated to be as impressive as the approach. 

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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, ClientWise

Digitial Marketing 101: 4 Tips for Ambitious Financial Advisors

Posted by Alix Purcell on Jun 19, 2014 11:13:00 AM

For some advisors, especially those in younger generations, their online presence is as powerful a marketing platform as word-of-mouth or referral-based networking is for advisors in the baby boomer generation. This also puts these younger advisors at an advantage in terms of reaching the younger demographic of clients, who frequently look for financial advisors online.

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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, SEO, Client Engagement, linkedin, Website Design, marketing, Writing

Leveraging LinkedIn, Connecting with Competitors and Upgrading to Premium

Posted by Ray Sclafani on Jun 17, 2014 10:35:00 AM

As LinkedIn becomes an increasingly popular source for client referrals, advisors are getting more serious about how to use it as a resource. We’re frequently asked questions regarding the best Linked In strategy for FAs, and have outlined a few tips to consider here that will maximize your use of this incredible tool.

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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, Communication, Marketing Approach, Business Development, linkedin, analytics, Relationship Management

Top Five Areas of Focus for Your Financial Advisor Team

Posted by Alix Purcell on May 29, 2014 12:47:00 PM

At ClientWise, we’re frequently approached by clients looking for that one “fix” that’s most crucial to their success. While as a rule we don’t believe in a “secret sauce” or a pre-defined process that works for everyone, there are areas in which any team would benefit from seeking improvement.

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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, Client Acquisition, Leadership, Team Development, Client Engagement

Critical Factors for FAs When Onboarding New Clients

Posted by Alix Purcell on Apr 17, 2014 4:02:00 PM

First impressions are incredibly important. The initial moments of a conversation reveal a lot about the person you are talking to; through their voice, their body language, and how they interact with you. The same is true of your first conversations with clients, which provides crucial moments for you to learn about them, establish your expertise and the benefit you provide, and lay the foundation for a relationship moving forward.

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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, Client Acquisition, Marketing Approach, Business Development, Client Engagement, Trust

Acquiring Clients in The New Age of Financial Advising

Posted by Alix Purcell on Apr 1, 2014 10:05:00 AM

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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, financial advisor marketing