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The ClientWise Blog
The RIA Growth Illusion: How to create a financial model to drive organic growth
For the ten years between 2012 – 2021, wealth management firms experienced a nearly $30 trillion surge in AUM (from $20.6 trillion to $50.4 trillion). Yet during that...
Celebrating Independence Day: Reflecting on Freedom, Unity, and Growth
As we gather to celebrate the Fourth of July, it's more than just a day off work or an opportunity to enjoy fireworks with family and friends. It's a time to reflect on...
7 Steps to Building Your ‘Firm of Dreams’
In the 1989 classic film Field of Dreams, Kevin Costner’s character, Ray Kinsella, hears a mysterious voice whisper, “If you build it, he will come.” Driven by faith, he...
5 Steps for Prospecting Small Business Owners: Navigating the next decade of money-in-motion
Finding new clients. It’s perhaps the single greatest challenge faced by younger next-generation advisors. Traditional cold-calling methods of building a client roster...
9 Keys to Successfully Attract and Retain Next-Generation Leaders
In building a sustainable wealth management firm, the need to attract and retain next-generation future leaders becomes more crucial with each passing year. As firm...
5 Strategies to Gamify Your Next-Generation Path to Partnership
Although you might not consciously think about it, our day-to-day lives involve a wide range of ‘gamified’ systems. From airline frequent flier programs and cash-back...
Mid-Year Team Reviews- Reasons, Tips, and Rules for Effective Mid-Year Reviews: The 4-5-9 Approach
Over the years, I’ve observed that the most effective firms seem to always go above and beyond the typical annual review for their team members – providing more formal...
Honoring Memorial Day: A Tribute to Our Heroes
On this Memorial Day, we at ClientWise unite in a shared national pride and gratitude, pausing to honor and remember the brave men and women who have sacrificed to serve...
Barron's Teams Summit (Part 2) – 8 Takeaways from Industry Leaders on Designing Compensation Structures
During a breakout session at the recent Barron's Teams Summit in Las Vegas, I had the opportunity to facilitate a discussion with Jeff Brown, President of Stratos...
Career Pathing & Team Incentives: Part One
I recently facilitated a breakout session at the Barron’s Teams Summit in Las Vegas. The panelists were three heavy hitters: high-performing large firm leaders – Jeff...
6 Key Drivers to Designing Effective Compensation Programs for Future Leaders
As your firm strives to attract and retain top-tier talent in an ever more competitive environment, designing compensation programs tailored to future financial leaders...
7 Powerful Reasons to Formalize Your Advisory Board
As a CEO or an executive leader, at some point, you’ll likely realize it takes a total team to navigate the challenges, opportunities, and complexities of running a...
Cultivating a Culture of Gratitude: One Simple, Cost-Effective Tool with 4 Transformative Benefits
A recent Gallup study states, “workers who feel strongly connected to their team’s culture are 55% less likely to be actively looking for job opportunities and more than...
6 Tips For Integrating OKRs With EOS To Amplify Performance
High-performing advisory teams leverage valuable frameworks such as Objectives and Key Results (OKRs) and the Entrepreneurial Operating System (EOS) to set strategic...