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ClientWise
Four Fun Historical Facts for Financial Advisors on the 4th of July
Today, July 4, 2013, marks the 236th celebration of our nation’s independence. Firstly, ClientWise wishes all of our friends and clients a very festive and happy...
5 Collaboration Tools for Successful Financial Advisory Teams
With the arrival of collaboration software, communicating and working together as a team is easier than ever before. Knowing the software that works to your advantage is...
Client Acquisition: “Staying in Touch” Puts Prospects at Arm’s Length
When staying connected to prospective clients who are in your pipeline, have you ever used the phrases, “I’m just calling you to stay in touch”, or “I just wanted to...
Welcoming New Financial Advisor Team Members: 4 Vital Steps
Adding a new team member to a successful financial advisory team is an exciting and important time. It also can be an opportunity to revisit goals and achievements with...
Financial Advisor Prospecting: Revealing a Risk for HNW Investors
According to Christine Gaze, directory of practice management for TD Ameritrade, the typical high-net-worth investor works with 3.21 financial advisors. What may not be...
Are Female Financial Advisors the Key to the Industry's Future?
For an industry that prides itself on its planning approach, the financial advisory profession is finding itself in a bit of a pickle of late.
Financial Advisor Prospecting: Full-On Cold-Calling Like Ben Feldman
When it comes to prospecting and cold-calling, there are few stories more compelling (and inspirational) than Ben Feldman. What is equally irresistible is to speculate...
What % of Your Potential Have You Achieved as a Financial Advisor?
What is your “hidden” potential? Do you believe that you are capable of far more than you have yet achieved during the course of your career and/or whatever calling you...
8 Ways for Financial Advisors to Dial Up Their Presentations
It’s funny. In the age of Twitter, multi-tasking, and short-attention-spans, financial advisors who can deliver powerful presentations really do stand out. Whether or...
Remembering Our Fallen... “Cherish Tenderly the Memory”
ClientWise joins the nation in honoring the sacrifices of our fallen service members and their families. They fought for us, and should be remembered on this Memorial...
Financial Advisors: Getting Going is Better than Getting Perfect
Years ago, when financial advisors were known as “stockbrokers” and cold-calling random strangers on the phone was still thought of as the only way to build a business,...
Financial Advisors: “Don’t let other people tell you what you want.”
Pat Riley said this. If you know sports and basketball, you know Pat Riley. He’s a former coach and player. He’s now president of the Miami Heat. He’s regarded as one of...
Financial Advisors: The Hidden Danger of Staying in Your Comfort Zone
Moving out of your comfort zone ain’t easy – even for successful financial advisors. That’s why they call it the comfort zone. Yet, staying put has hidden risks too....
Financial Advisors: Happy Mother's Day from ClientWise
This Mother’s Day marks the 99th official celebration of maternity and parenthood.