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The ClientWise Blog

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...

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...

5 Key Benefits of a Structured Team Recognition Program

“Don’t ask how we can motivate people. That’s the wrong question. Ask how we can provide the conditions within which people can motivate themselves.”     — Edward Deci,...

"What's in Their Wallet?" Part 2: Why Your Compensation Stack Matters

Your compensation stack is the combination of human capital tools which create a framework for fully compensating your team members and framing your firm as a desirable...

Random Acts of Kindness

The OED defines gratitude as “the quality or condition of being grateful or thankful; the appreciation of and inclination to return kindness; gratefulness.” But it’s...

7 Central Concepts to Shape Your Hiring

This week at the Barron’s Advisor Independent Summit, a group of self-made leaders gathered for an invitation-only event to learn and grow, sharing ideas and insights....

8 Ways to Better Frame Your Firm

Odds are you’ve created hundreds of pitch books over the course of your advisory career—PowerPoint presentations with your company brand, bulleted facts and figures,...

7 Leading and Lagging Indicators for the Health of Your Business

For better or worse, we’re bombarded by a constant stream of economic data. Looking closely at both leading indicators such as bond yields and housing starts as well as...

Top 10 Team Icebreakers

Recently, I attended a leadership meeting for one of our clients. As everyone was gathering in the virtual zoom room for the virtual meeting, it was clear there were...

"What's in Their Wallet?" Part 1: Why Your Compensation Stack Matters

In Part 1 of a two-part series, we will explore what factors to consider when putting together the compensation stack for your team members. Like a tech stack, your...