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Best in the Business Blog
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...
A History Lesson in Gratitude, Living and Laughing at it All
As we take time to give thanks and reflect on the relationships for which we are most grateful, we invariably recall certain history lessons that serve as important...Happy 4th of July
Four Fun Historical Facts for Financial Advisors on the 4th of July Happy Belated Birthday! In actuality, the real Independence Day, is on July 2nd. This is the day that...
15 Tips for Financial Advisors Who are Networking on LinkedIn
Expand client marketing via LinkedIn As the premier professional network on the Internet, LinkedIn is a great place to make professional connections and network for...
Happy Memorial Day: Let Us Honor Our Fallen Heroes
Thanksgiving is a day when we pause to give thanks for the things we have. Memorial Day is a day when we pause to give thanks to the people who fought for the things we...
Growing a Financial Advisory Business thru Mergers and Acquisitions
How three unique firms found common purpose in coming together Rick Kent (founder of the suburban Atlanta-based Merit Financial Group) was actively seeking to grow his...
How are you acquiring clients today?
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...
The NFL will donate 5$ if you RETWEET! #SaluteToService
This past weekend the NFL announced for every Re-Tweet they will make a $5 donation. @NFL will donate up to $5 MILLION! Here's the article but before you go be sure to...
Hurricane Harvey
Nearly a week after Hurricane Harvey slammed into the southeast Texas coast, thousands of residents remain stranded without food or water. And the dangers arising from...