As the advisor industry continues to churn with speculation regarding the scope and extent of new forthcoming DOL guidance around the transparency of client fees, all...
Intimacy and engagement: those are the qualities that separate truly memorable client events from the merely enjoyable; they’re the qualities that resonate at a deeply...
“Revenue is vanity, cash flow is sanity, but cash is king.” It’s an age-old business maxim that too few independent advisors ever fully embrace. As firm owners, many of...
Successful wealth management is a team concept and not an independent function. In order for the client’s work to get done, you need a team that willingly engages in the...
Perhaps more than any other industry, the financial advisory business is keenly attuned to benchmarks. You carefully watch major indices, craft investment portfolios to...
Let’s start with a few irrefutable facts. Today, the average age of financial advisors in this country stands at 50.9 years old. According to Cerulli Associates, over...
“People will forget what you said. People will forget what you did. But people will never forget how you made them feel.” - Maya Angelou That’s the genuine essence of...
What exactly constitutes a “client advocate?” Advisors are often rather liberal in their definition, including those clients who, from time to time, provide an...
With tax season right around the corner, this is a time of year when many advisors are focused on annual and quarterly client reviews. The challenge, however, often lies...
Far too many advisors view their firm website with the same sort of fear and trepidation that results in dated, uninspiring advisor websites that say very little and...
Let’s get one thing perfectly clear – millennials are NOT the lazy, self-absorbed narcissists who expect you to hand them a VP title and a six-figure salary. About the...
No matter how capable of a writer you are, the simple truth is that it’s vital you have an opinion and are willing to share it. Your clients are counting on that. If you...
Love 'em or hate 'em, there’s no arguing that in an industry structured to create franchise parity through salary caps and free agency, the New England Patriots have...
These are perhaps the three most important benchmarks by which wealth management practice success is truly measured. Yet, many advisors struggle with drawing clear...
On behalf of the entire ClientWise team, I would like to wish a Happy Holidays to all of our friends and family! While traveling recently, I took some time to reflect on...