The ClientWise Blog

How You Can Increase Client Wealth (and your own) in 2014

Posted by Chris Holman on Dec 31, 2013 9:16:00 AM

Want to increase the wealth of your clients in 2014? Want to increase your own wealth? For good measure, how about increasing the financial satisfaction of your clients? Yours too, in fact.

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

Topics: Investing

How Financial Advisors Build Useful Behavioral Momentum with Clients

Posted by Chris Holman on Mar 23, 2013 11:10:00 AM

Each quarter, Russell Market Research compiles the Financial Professional Outlook, the collected opinions of financial advisors from national, regional, and independent advisory firms on topics of market sentiment, advisor/investor conversations, and investor behavior.

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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, Learning, Investing

Financial Advisors: The Worst Behavioral Bias of Your Clients

Posted by Chris Holman on Jul 12, 2012 5:47:00 PM

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

Topics: Client Engagement, Investing

The Death of Equities...or Not

Posted by Chris Holman on Oct 6, 2011 12:36:00 PM

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

Topics: Investing

Rules Rule!

Posted by Chris Holman on Jun 7, 2011 10:31:00 AM

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

Topics: Investing

No Gripe on Skype

Posted by Chris Holman on May 12, 2011 10:04:00 AM

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

Topics: Investing

Crisis in Japan

Posted by Chris Holman on Mar 17, 2011 9:38:00 AM

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

Topics: Investing

Buffett Bullish on America

Posted by Chris Holman on Mar 1, 2011 12:38:00 AM

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

Topics: Investing

Think for Yourself

Posted by Chris Holman on Jul 15, 2010 3:08:00 PM

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

Topics: Investing

Pollyannas

Posted by Chris Holman on May 18, 2010 8:55:00 AM

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

Topics: Investing

Alan Greenspan Missed the Last Bubble, Will Your Clients Miss the Next One?

Posted by Chris Holman on Apr 14, 2010 11:35:00 AM

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

Topics: Investing

Investing: Women = Smart, Men = Dumb

Posted by Chris Holman on Mar 15, 2010 9:05:00 AM

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

Topics: Investing