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What the Best Financial Advisors Do in September
As a firm that specializes in coaching top-performing financial advisors and financial advisory firms, we’ve observed the habits and patterns of thousands of financial...
Financial Advisors: Find Your Own Vein of Prospecting Gold
When a vein of gold appears, miners don’t waste time pursuing it. The original California Gold Rush is proof in point. While it took months for the actual discovery of...
Financial Advisors: Look Beyond the Usual Suspects
When you ask many Americans to describe what the affluent do for a living, most of us trot out the “usual suspects”, including corporate executives, entrepreneurs,...
The Key Ingredient to Your Business Plan: Your Strategic Vision
In the past 15 years – since shortly after it’s IPO – Amazon stock has returned 36.08 percent on an average annual return basis. That’s impressive and due at least in...
How Financial Advisors Use Client Surveys to Onboard New Clients
Top-performing financial advisors know that their new client onboarding process sets the tone for a long-term partnership. Indeed, the initial impression that the...
Financial Advisor Succession Planning: Do as I say, Not as I do
Business and succession planning expertise is an important expertise that many financial advisors bring to their clients. However, according to ClientWise research, less...
How Referrals Juice Up Financial Advisor Marketing, Part 2
For most financial advisors, it’s a given that referrals are the main driver of your wealth management practice. We discussed the pluses and minuses to this approach in...
The Pros/Cons of a 100% Referral-Based Financial Advisory Practice
Referrals are the lifeblood of a thriving financial advisory business. Our proprietary research has shown that 71 percent of new assets for top-performing financial...
Marketing Idea for Financial Advisors: Americans Who Retire Abroad
There’s some interesting research that indicates the number of Americans who will retire abroad is likely to grow by 9 times, over the next few years. As a marketing...
How Financial Advisors Use Client Surveys to Transform Their Business
Marketers have long known that Client Surveys are a good thing. They are an effective tool that positively influences customers and clients.
5 Steps for Financial Advisors to Identify their Ideal Client Type
Many top-performing financial advisors demonstrate the ability to identify and refine what we, at ClientWise, call the ideal client type. This is a targeted demographic...