The ClientWise Blog

Irfan Raja

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Happy Holidays - from our family to yours!

Posted by Irfan Raja on Dec 24, 2018 3:17:25 PM

On behalf of the entire ClientWise team, we would like to wish you Happy Holidays from our family to yours! In this season of giving, we are most grateful for that which you give to us...your friendship, support, and love.

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

How are you acquiring clients today?

Posted by Irfan Raja on Mar 21, 2018 3:26:27 PM

All businesses need a sound marketing strategy, particularly in acquiring new clients. It’s not enough to be an expert in your field or provide outstanding service. If no one knows who you are, what you do, or more importantly, how you can help them, it is difficult to attract new clients.

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: client acquisition strategies