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The ClientWise Blog
Unlocking the Gate: 5 Key Referral Criteria
Why is it that some advisors seem so successful at building a Professional Advocate Network of attorneys, CFPs and estate planners, while other equally capable advisors...
The Most Overlooked Fiduciary Duty
Imagine sitting down with one of your clients for a financial planning meeting and focusing exclusively on their short-term financial needs and concerns. When the client...
Designing an Advisory Team that Adds Enterprise Value
In order to achieve your defined measures of financial reward now and upon exit from your practice, you must design and hire a team that is: 1. Capable of all aspects of...
How to Operationalize Your Wealth Management Vision
It’s an incontrovertible fact that the majority of wealth management advisors vision statements never effectively drive firm success for the simple reason that they’re...
6 Questions to Help Envision Your Future Team
It goes without saying that the support of a highly-skilled team is essential to achieving the future firm you’ve always envisioned. It shouldn’t come as any surprise...
Think Outside the Platform and Get New Clients
If you’re like many advisors, you probably associate certain social networking sites with specific functions. Facebook is the platform you turn to for attracting new...
4 Behaviors to Better Leverage Your Advocates and Team
Many successful financial advisors out there have found ways to cultivate centers of influence and build momentum with their wealth management team. Here at ClientWise,...
Shared Values and Diversity – More Than Just Buzzwords
The simple truth is that people will both join your team, as well as quit your team, usually for the exact same four reasons: 1. The nature of their personal...
Profit or Purpose: What Truly Drives You?
People work for three reasons: to create safety, to create freedom of choice, and to create meaning in their lives. Yet all too often, we tend to wrap all three of these...
Wealth Management Advisors: Identify Your At-Risk Clients
Lately, in talking with financial advisors, I’m getting a sense that clients have finally settled down a bit after the heightened volatility that ushered in the New...
Is Your Kid the Right Succession Plan for Your Business?
Perhaps no generation is as misunderstood as millennials – the people who represent the future of our financial services business. We tend to haphazardly paint their...
How Top Financial Advisors Can Better Serve Clients' Heirs
While the statistics vary slightly, time and again they all point to the fact that unless you change your process, the likelihood of holding onto your current clients’...
Top 10 Secrets of the Best Financial Advisors in the Business
What is that “secret sauce” that enables Advisor A to take a $10MM AUM solo practice and build it into a $1+ billion multi-advisor business, while Advisor B with the...
I'm on Social Media, Now What?
From time to time, I write about the growing relevance and importance of social media. Unfortunately, for many of you affiliated with broker-dealers, the topic has...