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Core Values: A Key Differentiator for Leaders and Financial Advisors
When interviewed by prospective ClientWise clients, I am frequently asked something like, “What’s the one or two coaching exercises that you find most helpful for...
Why Mutual Accountability is Vital for Financial Advisor Teams
Twenty years ago, this article was first published in the Harvard Business Review, The Discipline of Teams. Authored by Jon R. Katzenbach and Douglas K. Smith, the...
Financial Advisors/Leaders: Improve Team Delegation. Pass the Baton.
As the leader of a financial advisory team, or as a financial advisory working within a team, effective delegation is a valuable (and learned) skill. Not only does...
Guest Post: 3 Steps to Improving Your Advisor Website’s SEO
SEO or Search Engine Optimization is the process of improving the visibility of a website/web page in a search engine’s results. The earlier and more frequently a site...
Four Fun Historical Facts for Financial Advisors on the 4th of July
Today, July 4, 2013, marks the 236th celebration of our nation’s independence. Firstly, ClientWise wishes all of our friends and clients a very festive and happy...
5 Collaboration Tools for Successful Financial Advisory Teams
With the arrival of collaboration software, communicating and working together as a team is easier than ever before. Knowing the software that works to your advantage is...
Client Acquisition: “Staying in Touch” Puts Prospects at Arm’s Length
When staying connected to prospective clients who are in your pipeline, have you ever used the phrases, “I’m just calling you to stay in touch”, or “I just wanted to...
Welcoming New Financial Advisor Team Members: 4 Vital Steps
Adding a new team member to a successful financial advisory team is an exciting and important time. It also can be an opportunity to revisit goals and achievements with...
Defining your Legacy as Leader and Financial Advisor
What is your legacy as a financial advisor and leader? Max De Pree is the chairman emeritus of Herman Miller, Inc., an innovator in the office furniture business over...
Financial Advisor Prospecting: Revealing a Risk for HNW Investors
According to Christine Gaze, directory of practice management for TD Ameritrade, the typical high-net-worth investor works with 3.21 financial advisors. What may not be...
Are Female Financial Advisors the Key to the Industry's Future?
For an industry that prides itself on its planning approach, the financial advisory profession is finding itself in a bit of a pickle of late.
Financial Advisors: 5 Ideas for a Most Productive Summer
At ClientWise, we have observed an interesting pattern among successful financial advisors. They don’t “rest” during the summer months. For many, the opposite is often...
Financial Advisor Prospecting: Full-On Cold-Calling Like Ben Feldman
When it comes to prospecting and cold-calling, there are few stories more compelling (and inspirational) than Ben Feldman. What is equally irresistible is to speculate...