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Heartbleed Bug: What Financial Advisors Need to Know
As a financial advisor, your online security affects you, your team, and all of your clients. If you haven’t heard about the Heartbleed Bug yet, you will soon. Simply...
I'm not the Shell Answer Man
Post written by Mitch York - A ClientWise Professional Certified Coach (ICF) An age-old conundrum in coaching is that some clients believe the coach will give them The...Acquiring Clients in The New Age of Financial Advising
The financial services industry is in the midst of some incredible changes as the baby boomer generation heads into retirement and millennial become an important target...
Financial Planning: The Future of Your Wealth
Guest blogger and economist Matthew T. Shafer helps ClientWise and the financial professionals and investors in our network understand the future of their wealth in an...Getting The Most Out of Your LinkedIn Analytics
For many financial advisors LinkedIn has been a largely underused marketing tool. Even those who have a fully updated and complete profile might not be tapping into the...
Marketing Tip: Segmenting Prospects by Their Readiness to Change
All prospects are not created equal. By segmenting prospective clients by means of their dissatisfaction levels and willingness to change, financial advisors can greatly...
How Successful Financial Advisors Find Motivated Prospects
For financial advisors looking to initiate a relationship with a prospective client, the real competitor is the status quo. It is not any other company, organization, or...
A Key Ingredient in Financial Advisors’ Marketing to Millennials
Trust is a key factor in any sales relationship. Clients don’t buy from people (or entities) that they don't trust. For financial advisors who aspire to market to...
How Millennials Can Save the Financial Services Industry
Much has been written about the “graying” of the financial services industry: The median age of the 300,000+ financial advisors in the USA is about 50. 21% of advisors...
Financial Advisors: 5 Quick Ways to Improve Your Real-Time Presence
One of the most genuine and real aspects of the Ellen DeGeneres selfie, is the smiles. Check out this photo. Every one of these stars and celebrities has a glowing and...4 Team-Building Takeaways from Google’s Hiring Standards
I recently read a NYT op-ed piece about Google’s hiring process called “How to Get a Job at Google.” It got me thinking about how we coach financial advisors to engage...
Top 3 Most Popular ClientWise Blog Posts for February
With the short month, bad weather, and general busy-ness of February...you may have missed some of our more popular blog posts.
Shoulda-Woulda-Coulda: Turn Your Regrets into Big Opportunities
"I wish that I were more successful…" "If only I had gotten my CFA…" "I should have gone independent…" "I wish that I could spend more time with my family…" "Where would...
4 “Magical Solutions” That Top Financial Advisors Have in Common
If you’re a financial advisor, or part of a financial advisory team, and someone could offer you a “magical solution” that could more than double your business…what is...