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The ClientWise Blog

5 Steps for Prospecting Small Business Owners: Navigating the next decade of money-in-motion

Finding new clients. It’s perhaps the single greatest challenge faced by younger next-generation advisors. Traditional cold-calling methods of building a client roster...

9 Keys to Successfully Attract and Retain Next-Generation Leaders

In building a sustainable wealth management firm, the need to attract and retain next-generation future leaders becomes more crucial with each passing year. As firm...

5 Strategies to Gamify Your Next-Generation Path to Partnership

Although you might not consciously think about it, our day-to-day lives involve a wide range of ‘gamified’ systems. From airline frequent flier programs and cash-back...

Mid-Year Team Reviews- Reasons, Tips, and Rules for Effective Mid-Year Reviews: The 4-5-9 Approach

Over the years, I’ve observed that the most effective firms seem to always go above and beyond the typical annual review for their team members – providing more formal...

Honoring Memorial Day: A Tribute to Our Heroes

On this Memorial Day, we at ClientWise unite in a shared national pride and gratitude, pausing to honor and remember the brave men and women who have sacrificed to serve...

Barron's Teams Summit (Part 2) – 8 Takeaways from Industry Leaders on Designing Compensation Structures

During a breakout session at the recent Barron's Teams Summit in Las Vegas, I had the opportunity to facilitate a discussion with Jeff Brown, President of Stratos...

Career Pathing & Team Incentives: Part One

I recently facilitated a breakout session at the Barron’s Teams Summit in Las Vegas. The panelists were three heavy hitters: high-performing large firm leaders – Jeff...

6 Key Drivers to Designing Effective Compensation Programs for Future Leaders

As your firm strives to attract and retain top-tier talent in an ever more competitive environment, designing compensation programs tailored to future financial leaders...

7 Powerful Reasons to Formalize Your Advisory Board

As a CEO or an executive leader, at some point, you’ll likely realize it takes a total team to navigate the challenges, opportunities, and complexities of running a...

Cultivating a Culture of Gratitude: One Simple, Cost-Effective Tool with 4 Transformative Benefits

A recent Gallup study states, “workers who feel strongly connected to their team’s culture are 55% less likely to be actively looking for job opportunities and more than...

6 Tips For Integrating OKRs With EOS To Amplify Performance

High-performing advisory teams leverage valuable frameworks such as Objectives and Key Results (OKRs) and the Entrepreneurial Operating System (EOS) to set strategic...

8 Steps to Harnessing Organic Growth- Prepare Your RIA for a Tsunami of Wealth Transfer

Earlier this week, I attended the Tiburon CEO Summit and had the opportunity to connect with a sophisticated group of wealth management CEOs—where the best come together...

5 Essentials to Choosing Business Partners Wisely

Much like in a law firm, where choosing the right partners often plays a pivotal role in shaping not only the trajectory of the practice but also its prospects for...

Talent Acquisition and the Current Advisor Recruiting and Breakaway Broker Trends

For the most successful advisor firms emphasizing organic growth, competing for top talent to strengthen their ranks and enhance client service capabilities has become...

Founder-Focused Firms Fail to Scale: The Pitfalls of Single-Leader Advisory Firms and How to Change the Game

In many cases, a founder's vision serves as the guiding light for his or her advisory firm's operations. Their expertise, passion, and drive are pivotal in establishing...