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The ClientWise Blog
The Anatomy of a Client Review
By now, you’ve reached out to check-in with all of your clients -apprising them as to your operating plan during the pandemic, as well as addressing any initial fears...
Stay social, my friends!
By now, we’re all more than a little burned out on Zoom meetings, virtual client reviews, and the seemingly endless litany of daily and weekly online check-ins and team...
Stay Connected Recommendations - For You and Your Team 05/14/2020
Looking for ways to keep your team and your clients focused and engaged? Share with them some of the books, TV shows, movies, podcasts, etc. that have helped lift your...
Keeping Your Team Productive in a Virtual World
Dare I say that just a few months ago, none of us could possibly have fathomed the world we currently find ourselves trying to navigate?! Not only is the human toll of...
Stay Connected Recommendations - For You and Your Team 05/07/2020
Looking for ways to keep your team and your clients focused and engaged? Share with them some of the books, TV shows, movies, podcasts, etc. that have helped lift your...
Twelve Positive Ways the Crisis Will Impact RIAs
This weeks research insights, best practices, and fresh ideas on how to lead your clients and your team... Twelve Positive Ways the Crisis Will Impact RIAs General James...
Stay Connected Recommendations - For You and Your Team 04/30/2020
Looking for ways to keep your team and your clients focused and engaged? Share with them some of the books, TV shows, movies, podcasts, etc. that have helped lift your...
How to alleviate Zoom fatigue
This weeks research insights, best practices, and fresh ideas on how to lead your clients and your team... Demonstrating Corporate Purpose In the Time of Coronavirus How...
How the CARES Act Impacts Your Clients’ Taxes
Harold Evensky’s musings on the Coronavirus McKkinsey & Company: The Future is Not What it used to Be - Seven Elements for Business Leaders to Consider as They Plan for...
Effective Investment Charts for Communication with Clients
"Success is not final, failure is not fatal: it is the courage to continue that counts." - Winston Churchill The Most Beautiful Virtual Choir For This Holiday Week On...
Adversity Gives Rise to Great Leaders
Sometimes it’s at the turbulent center of a monumental crisis where true leaders discover their inner strength. Individuals who despite incredible fear and uncertainty...
A Guide to Working From Home
Controlling What You Can, Learning From What You Can’t How to Make the Most of this Nationwide Timeout - Diamond Consultants: Financial Advisor Recruiting Firm Financial...
Staying Centered and Focused in a VUCA World
Yesterday I exhumed a white paper that was published on Leadership Development by the Center for Creative Leadership in 2011 thinking it might be relevant to our current...
Keeping Your Team Effective While Working Remotely
Some offices have already closed, and others may do so in the future, so knowing how to organize yourself and your team to continue to provide exemplary service is...