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The ClientWise Blog
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....
8 Ways to Better Frame Your Firm
Odds are you’ve created hundreds of pitch books over the course of your advisory career—PowerPoint presentations with your company brand, bulleted facts and figures,...
7 Leading and Lagging Indicators for the Health of Your Business
For better or worse, we’re bombarded by a constant stream of economic data. Looking closely at both leading indicators such as bond yields and housing starts as well as...
Top 10 Team Icebreakers
Recently, I attended a leadership meeting for one of our clients. As everyone was gathering in the virtual zoom room for the virtual meeting, it was clear there were...
"What's in Their Wallet?" Part 1: Why Your Compensation Stack Matters
In Part 1 of a two-part series, we will explore what factors to consider when putting together the compensation stack for your team members. Like a tech stack, your...
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: