The ClientWise Blog

Top 3 Most Popular ClientWise Blog Posts for February

Posted by Chris Holman on Feb 28, 2014 9:39:00 AM

With the short month, bad weather, and general busy-ness of may have missed some of our more popular blog posts.

New Client Onboarding attracted a lot of attention. The Top 2 posts focused on how financial advsiors can build their own distinctive and distinguishing onboarding process and checklists:




Rounding out the list was our post on maintaining a minimum account size, and our research that indicated that advisors who adhere to a minimum account size have, on average, 122% more assets under management than those who do not.


We'll see you again next month!


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