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The ClientWise Blog
How Successful Wealth Transfers are Built
It’s a statistic you’ve all heard repeatedly and one that understandably sends a shudder through most firms: 90-95% of inheritors fire their parents’ advisor once the...
Advisor Growth Strategies Pt. 2: The Hunt for New Relationships
In my last blog, we explored strategies that can help drive a greater share of wallet from your existing clients. Now, we will take a look outside at some potential...
Veterans Day: 21 Patriotic Quotes Honoring Our Heroes
Veterans Day is an incredibly important day for our nation. It is designated as a day to honor all who have served in the military and to celebrate the sacrifices of our...
Advisor Growth Strategies: Part One
Ask any advisor about their strategy for growth and nine times out of ten their response will focus on the acquisition of new clients either through loyal client...
Is Your Next-Gen Talent Here to Stay?
With nearly half of the advisor population (43% according to Cerulli) over the age of 55, it raises two critical questions. Who’s going to take care of all your clients...
Unlocking the Door to Acquisitive Growth
It’s a well understood reality that there is a veritable army of advisors in today’s marketplace who covet the idea of super-charging the growth of their business with...
When’s The Right Time to Sell Your Business?
A mere 3% of today’s advisors have a written continuity plan to protect their business (and more importantly their clients’ best interests) in the event of their death...
Finding the Right Buyer for Your Business
We’ve all seen the statistics that there are roughly 30-50 buyers lined up for every advisory practice that comes onto the market. It certainly seems to bode well for...
5 Lessons from the Wisdom of Steve Jobs
As we approach the 5-year anniversary of the death of Steve Jobs, he continues to remain one of the world’s most respected business visionaries and innovators. A...
Benchmarking the Beach House
As an industry, we’ve made great strides over the years towards aligning compensation with client interests – steadily migrating from transaction-based to fee-based...
Preparing Your Practice for NextGen Clients
While they may currently only control 4% of the nation’s wealth, there’s absolutely no doubt that if you’re not preparing your firm to address the needs and preferences...
Want to Attract New Female Clients?
Over the last few years, there have been many articles published about the increasing economic power of women both here in the U.S. and globally. By 2020 (essentially...
4 Ways to Take Team Leadership From Good to Great
There’s an old adage that states, “Great leaders don’t tell you what to do; they show you how it’s done.” It’s a point we try to strongly emphasize anytime we work with...
Hiring for Fit: Why character can matter more than capability
You sit at your desk and review a pile of resumes. For the most part, you can quickly make a determination as to whether or not individual candidates have the requisite...