Search
The ClientWise Blog
It Pays to Know Your Type
Building Better Team Cohesion and Communication Why do you do what you do? What motivates you and what causes you stress? How do you respond to conflict? How do others...
Oh Baby! ClientWise Announces Newest Team Member
It is with great happiness and joy that ClientWise welcomes new team member, Brooke Suarez (Age: 12 hours). There will be a hefty onboarding process of diaper changing,...
Growing Your Business with Purpose and Intent
Ask a large group of advisors to list their primary business goals, and odds are “growing my business” will be at or near the top of almost every list. But ask the same...
8 Ways to Get More Out of Your Business Meetings
We continually champion the concepts of “partnering” and “collaborative conversations” because they are such critical components to the future success of your business....
Succeeding at Succession for Financial Advisors
As a conscientious advisor, you take your fiduciary duty to your clients quite seriously. Your entire raison d'être is to serve as their voice of fiscal reason, advising...
Keys to Running a Successful Internship Program
An internship program offers your team tremendous means of enhancing productivity while ensuring the continuity of exemplary client service. The challenge for many...
Honoring Veterans Beyond Just the Day
This day is an incredibly important day for our nation. Today marks an opportunity for us to celebrate the sacrifices made by those individuals who protect our country...
4 Tools to Help Boost Team Productivity
As your team and business expand, managing productivity quickly becomes a monumental challenge. You wake up one morning and realize that what you could once manage with...
Laying to Rest the Ghost that Haunts your Team
Many people mistakenly look at the world and think that what they see is reality. In fact, what they see is merely their perception of reality. Unfortunately, these...
Setting the Stage for a Strong 2016
While the final quarter of the year tends to be a hectic time, it’s a critically important time for your business. If you want to have a strong first quarter of 2016,...
Building Enterprise Value in Your Financial Advisory Firm
If you were actually able to stay awake through your 8:00am college economics class, you might recall a definition of Enterprise Value as a firm’s market capitalization...
Valuing Your Business Goes Far Beyond Revenue Multiples
There’s a big difference between buying a book of business and buying a business. Acquiring a business doesn’t just require an assumption of client relationships; it...
Capital to Grow: Acquiring Other Financial Advisory Firms
“Revenue is vanity. Cash flow is sanity. But cash is king.” It’s an age-old business saying that has increasing relevance for today’s advisor who’s looking to jump-start...
Improve Your Hiring Process -- Think Strategically!
With every hire, at a minimum you should be thinking about your future company rather than merely filling a current need. Ask yourself where you envision the individual...