Search
The ClientWise Blog
Industry Disruptors—Challenging the Status Quo
As the leader of a dynamic, growing wealth advisory business, several times each year, you and your leadership team should engage with your strategic planning...
10 Tips to Fast-Track Team Goal Setting in 2024
As we embark on the journey of a new year, fully present, with clear heads and open minds, this is the perfect time to commit to a ‘growth restart.’ From carefully...
9 Creative Ways for Financial Advisors to Acquire Clients
Identifying high-impact clients. Helping them clearly understand the value you deliver. Building the necessary levels of trust to establish lasting relationships. And...
7 Tips for Creating a More Interdependent Team
At ClientWise, we often stress the critical importance of developing an interdependent team rather than an autonomous work group. But how do you objectively determine...
3 Important Areas of Team Productivity to Focus on
Time is the ultimate equalizer. A couple of years ago, I reviewed the results of a time management and productivity study conducted by Michael Kitces. He found that less...
12 Keys to Building an Enduring Firm
If building an enduring business – one that cares for future generations (of both clients and advisors) – is important to you, then now’s the time to start planning. But...
Memorial Day: Honoring Our Fallen Heroes
This weekend, we commemorate those who have fought for all we hold so precious and dear. Memorial Day is a day when we pause to give thanks to the people who fought for...
5 Ways to Create and Cultivate a Growth Mindset Culture
Carol Dweck, Ph.D. and author of Mindset: The New Psychology of Success, defines a growth mindset as believing “the hand you’re dealt is just the starting point for...
New Success in Succession™ Program Addresses Glaring Gap
We’ve all seen the sobering statistics. The average age of financial advisors is currently reported to be 55 years old, with roughly one in five age 65 or older. And...
Top 5 Key Insights for Business Continuity
Q1 2022 INSIGHTS During the first quarter of 2022 (Jan - Mar), we asked our clients a series of business-specific questions to gauge their perceptions as to how prepared...
5 Key Benefits of a Structured Team Recognition Program
“Don’t ask how we can motivate people. That’s the wrong question. Ask how we can provide the conditions within which people can motivate themselves.” — Edward Deci,...
"What's in Their Wallet?" Part 2: Why Your Compensation Stack Matters
Your compensation stack is the combination of human capital tools which create a framework for fully compensating your team members and framing your firm as a desirable...
Random Acts of Kindness
The OED defines gratitude as “the quality or condition of being grateful or thankful; the appreciation of and inclination to return kindness; gratefulness.” But it’s...
7 Central Concepts to Shape Your Hiring
This week at the Barron’s Advisor Independent Summit, a group of self-made leaders gathered for an invitation-only event to learn and grow, sharing ideas and insights....