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The ClientWise Blog

16 Practice Management Podcasts to Elevate Your Business

Mastering practice management is an essential success driver as you build your enterprise. Effective practice management strategies not only help streamline your...

4 Steps to Delegate More Effectively

Every successful leader knows that delegation is essential to achieving maximum capacity. The key question, however, is whether or not you’re approaching delegation...

5 Tips for More Impactful 1:1 Meetings

When developing professional relationships, there's simply nothing quite as valuable or productive as a well-structured, one-on-one meeting. We’re all incredibly busy...

8 Benefits of a Five-Year Strategic Plan for Your Business

Recently, I was talking with one of our elite advisor clients (the CEO of a $2.4 billion firm), and he shared the notion that for all its critical importance, ‘strategic...

7 Essential Metrics for Your CEO Scorecard

7 Essential Metrics for Your CEO Scorecard Recently, I was coaching a group of larger ($1+ billion in AUM) advisory firm CEOs. Our objective was to develop a CEO...

Industry Disruptors—Challenging the Status Quo

As the leader of a dynamic, growing wealth advisory business, several times each year, you and your leadership team should engage with your strategic planning...

10 Tips to Fast-Track Team Goal Setting in 2024

As we embark on the journey of a new year, fully present, with clear heads and open minds, this is the perfect time to commit to a ‘growth restart.’ From carefully...

9 Creative Ways for Financial Advisors to Acquire Clients

Identifying high-impact clients. Helping them clearly understand the value you deliver. Building the necessary levels of trust to establish lasting relationships. And...

7 Tips for Creating a More Interdependent Team

At ClientWise, we often stress the critical importance of developing an interdependent team rather than an autonomous work group. But how do you objectively determine...

3 Important Areas of Team Productivity to Focus on

Time is the ultimate equalizer. A couple of years ago, I reviewed the results of a time management and productivity study conducted by Michael Kitces. He found that less...

12 Keys to Building an Enduring Firm

If building an enduring business – one that cares for future generations (of both clients and advisors) – is important to you, then now’s the time to start planning. But...

Memorial Day: Honoring Our Fallen Heroes

This weekend, we commemorate those who have fought for all we hold so precious and dear. Memorial Day is a day when we pause to give thanks to the people who fought for...

5 Ways to Create and Cultivate a Growth Mindset Culture

Carol Dweck, Ph.D. and author of Mindset: The New Psychology of Success, defines a growth mindset as believing “the hand you’re dealt is just the starting point for...

New Success in Succession™ Program Addresses Glaring Gap

We’ve all seen the sobering statistics. The average age of financial advisors is currently reported to be 55 years old, with roughly one in five age 65 or older. And...

Top 5 Key Insights for Business Continuity

Q1 2022 INSIGHTS During the first quarter of 2022 (Jan - Mar), we asked our clients a series of business-specific questions to gauge their perceptions as to how prepared...