<img height="1" width="1" style="display:none;" alt="" src="https://dc.ads.linkedin.com/collect/?pid=529113&amp;fmt=gif">
login-iconeXchange™   Schedule a Strategy Session

The ClientWise Blog

The Unintended Consequences of Growth: Why Elite Advisors are Always Recruiting

Why elite advisors are always recruiting Pick up any trade journal these days and you’re bound to see at least a couple of articles about the current ‘Great Resignation’...

Build It and They Will Come: Structuring your Compensation Philosophy

If you’re at all familiar with the film Field of Dreams, you know that it takes more than simply plowing the cornfield and building a baseball diamond to achieve your...

The Talent Crunch

The race for talent is heating up. Do you have a plan? According to a recent study conducted by Barron’s, advisor growth over the past two years has been off the charts:

Looking Beyond the Multiple

Not too long ago, financial practice values were just a simple multiple of revenue. Depending on the book of business, an advisor generally could expect 1x to 2x...

5 Impactful Ways to Scale Culture

We’re in the midst of a transitional time—not just because of the systemic changes that have been brought on by COVID. Advisory businesses are currently experiencing...

7 Key Considerations for Advisors Committed to Building Enduring Firms

Building an enduring business. For most of us, it’s one of the most important goals we have—to establish a firm that will care for future generations of both clients and...

M&A Considerations Part 2 - When the Seller is Staying

One of the critical factors you’ll need to consider as a buyer is whether you’re acquiring the business with the intent of having the acquiree exit the practice, or...

M&A Considerations Part I - When the Seller is Leaving

One of the critical factors you’ll need to consider as a buyer is whether you’re acquiring the business with the intent of having the acquiree exit the practice, or...

Happy Holidays!

From our family to yours, we would like to wish you a Happy Holidays and a very Happy New Year! In this season of giving, we are most grateful for that which you give to...

Veterans Day

Today, ClientWise celebrates and graciously thanks all of the men and women who have served in the United States Military.

How Good Teams Fall Apart

It’s rarely a cataclysmic event. Far more often, it’s a slow, cumulative effect – the impact of small, insidious behaviors that in and of themselves seem relatively...

Transfers of Trust

Whether in the context of the work we do with advisory firms looking to merge, or building structures to facilitate the move of clients from a founder to a next...

Quick Start For A New Year Ahead

We all have a vision of our future business. Too often, however, that vision is solely focused on some relatively far-off (5, 10, or even 20 year) end date. Don’t get me...

Scale Your Business More Effectively

Capacity and Productivity. Any advisory firm that’s serious about meaningful and sustainable growth must learn how to better control those two critical financial...

10 Essential Drivers of Enterprise Value

One of the biggest challenges for any thriving advisory firm is finding time (beyond day-to-day operations) to plan and execute on the activities which will most...