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The ClientWise Blog
I’ve Got Your Back – Nurturing Mutual Accountability
Mutual accountability is a quality that neither develops on its own, nor can be coerced. Instead, mutual accountability must be co-created between you, as team leader,...
Are Your Marketing Efforts Stuck in the '80s?
Blue Horseshoe loves Anacott Steel! For many of us, the image of Bud Fox’s tenacious efforts to bag the elephant and secure a new client relationship with Gordon Gekko...
5 Tips for Building an Effective Team and Future Company
There’s a fundamental and often monumental difference between a “team” and a “work group.” Yet what most advisors refer to as a team, is more often than not, the latter...
Financial Advisory Teams: Rules and Structures for Partnering Together
What are your financial advisory team’s rules and structures for successfully partnering together? When you’re just starting out and your financial advisory team...
What’s Your Strategic Employee Onboarding Plan?
For the vast majority of financial advisors, building a business begins with anything but a strategic growth and onboarding plan. They start out as a jack-of-all-trades;...
How to Better Leverage Millennial Financial Advisors
You’re most likely familiar with the oft-discussed Japanese business concept of Kaizen. Derived from the words“kai” which means change and “zen” which means good, the...
10 Guidelines for More Productive Employee Development Conversations
If you’re like most advisors, you probably meet with individual team members on an annual or quarterly basis to provide performance feedback. These evaluations are...
Why Should You Worry About Generational Wealth?
I’m not sure how or when it happened, but my penchant for bands like the Red Hot Chili Peppers and FooFighters is now met with a somewhat dismissive head shake and a...
What You Know Will Open More Doors Than Who You Know
Hopefully this doesn’t come as a tremendous shock, but your clients aren’t just sitting around thinking of friends and associates they could introduce you to. Generating...
Catching Keyser Soze - Narrowing Your Focus For A Powerful Reputation
For those familiar with the film The Usual Suspects, the name Keyser Soze will no doubt be immediately recognizable – and wholly unforgettable. Yet, while the illusive...
Interdependence – The Secret Sauce of Successful Teams
Successful wealth management is a team concept and not an independent function. In order for the client’s work to get done, you need a team that willingly engages in the...
How Successful Financial Advisors Get New Clients
Whether you call it “client acquisition”, “business development”, or “prospecting”, one thing is true. Successful financial advisors are becoming more creative and...
Better Understanding Your Financial Advisory Team...
Many financial advisors come to ClientWise seeking the partnership of a coach as they go through the process of growing their teams. While they may need help with the...
How Strong Is Your Team?
A true team is a group of people who are fully committed to mutually defined and extraordinary success of the group as a unit, and hold themselves mutually accountable...