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The ClientWise Blog
Polonius Never Tried to Grow a Practice
“Neither a borrower nor a lender be: For loan oft loses both itself and friend.” Hamlet; Act 1, Scene 3 It’s one of the most recognizable and oft quoted lines in all of...
Capacity and Productivity - The keys to unlocking future growth
For any enterprise that’s serious about meaningful and sustainable growth, getting a grasp on how to better control these two critical financial metrics is essential. As...
Rainmaking Matters
One storm is no longer enough... When it comes to fueling meaningful growth in your enterprise, the days of succeeding by doing one thing very well are quickly becoming...
Who’s your Practice Management Champion™?
Every enterprise needs one; here’s why
Celebrating Independence
If there’s one holiday that should especially resonate with financial advisors, it’s the 4th of July – a celebration of our nation’s unyielding and relentless desire for...
Motivation Beyond Money
Finding Your Personal Satisfaction Drivers In our work over the years with hundreds of advisory teams, nearly every phenomenally successful team leader has shared ONE...
Empty Chairs - The looming NextGen advisor crisis
The statistics paint a pretty bleak picture. The average financial advisor today is age 51, with nearly half (43%) over the age of 55 and therefore inside of a decade...
Proclamation on Prayer for Peace, Memorial Day, 2019
Regardless of political persuasion, whether red state or blue, there are some messages that transcend politics and provide a rare opportunity to begin salving wounds and...
Engaging the NextGen client
The clock is ticking We’ve all seen the statistics. The probability that your firm will be able to retain your current clients’ assets once they transfer to the next...
What’s My Job Again?
Why clearly defined roles and responsibilities matter Remember when you first started your firm? Not only were you the owner of the business, you and your original team...
Rewarding Performance - Human capital is an asset, not a liability
As a strategic business leader, you recognize that your team – your human capital – is your most important asset. You invest in them in a variety of ways and, in turn,...
The Case for OKRs
Odds are, at some point during college or in the early years of your career, you were introduced to the acronym “SMART” as it relates to creating business goals and...
Happy Holidays - from our family to yours!
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...