Search
The ClientWise Blog
Posts about:
Client Acquisition (2)
How to Convert the Right Clients into Advocates
What exactly constitutes a “client advocate?” Advisors are often rather liberal in their definition, including those clients who, from time to time, provide an...
Why Women are NOT a Niche Market
I can’t begin to tell you how many financial advisors, when asked to identify their target niche market, will list women as one of their targets. How exactly can a group...
What You Know Will Open More Doors Than Who You Know
Hopefully this doesn’t come as a tremendous shock, but your clients aren’t just sitting around thinking of friends and associates they could introduce you to. Generating...
Catching Keyser Soze - Narrowing Your Focus For A Powerful Reputation
For those familiar with the film The Usual Suspects, the name Keyser Soze will no doubt be immediately recognizable – and wholly unforgettable. Yet, while the illusive...
How Successful Financial Advisors Get New Clients
Whether you call it “client acquisition”, “business development”, or “prospecting”, one thing is true. Successful financial advisors are becoming more creative and...
How Are you Connecting with Your Clients?
At ClientWise, we frequently address the importance of practice management. Practice management involves several elements of your business that are covered in our...
Part II: Start Planning While You're Still Growing
Last week, we posted Part I of this blog, which talked about the best way to tackle succession planning by starting to plan while you’re still growing your business. To...
Part I: Start Planning While You’re Still Growing
Succession planning is the buzzword of the year. People are discussing it in every office and reading about it in every publication, but so few of us are actually doing...
6 Social Media Secrets for Financial Advisors
The social media space can be an overwhelming environment, especially in an industry in which it’s just becoming “acceptable” or commonly practiced. Even our marketing...
Public Speaking for Financial Advisors
Financial advisors are generally viewed as a gregarious bunch. And while this is true for some, it serves as unnecessary pressure for those who don’t feel as comfortable...
5 Client Acquisition Techniques for Everyday Life
Sometimes we have to break the rut of our networking to find any new successes. If you’ve run into the same people at the past three networking dinners or non-profit...
6 Simple, Impactful Ways to Be a Better Financial Advisor
“In a time of universal deceit, telling the truth becomes a revolutionary act.” - George Orwell
Financial Advisors: Stop Selling & Start Partnering
One of the most challenging aspects of coaching for those who are new to the profession or—as is frequently the case in financial services—those who are accustomed to...
6 Considerations for Financial Advisors Networking with Attorneys
There are seemingly endless opportunities for financial advisors to receive referral introductions from attorneys, but this doesn't mean they are easy to come by. As a...