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Season's Greetings
On behalf of the entire ClientWise team, I would like to wish a Happy Holidays and Merry Christmas to all of our friends and clients.
Lemmings, the Fiscal Cliff, and other Half-Truths
Contrary to popular belief, lemmings don’t hurl themselves off cliffs. And the Fiscal Cliff is more like a hill. However, this hasn’t prevented the collective media from...
Financial Advisor Marketing: Being Clear on Leads and Opportunities
As financial advisors build out their marketing plans and campaigns for 2013, it is important to be clear on the various stages within the business development pipeline.
Play to Your Strengths: Financial Advisors Learn from Warren Buffett
Warren Buffett is a creature of habit. He lives in the same house that he bought in 1958. He drinks Cherry Cokes daily. He buys great companies, and likes holding them...
Financial Advisors Who Market to Women: 6 Ideal Client Profiles
As executive coaches who focus on guiding financial advisors to grow successful advisory practices, we work with many advisors on the development of their marketing...
5 Tips for Your Financial Advisor Business Plan
December is the month where many successful financial advisors lay out their business plans for the coming year. Although, the planning process isn’t necessarily linear,...
Financial Advisors, Thanksgiving, Lincoln, Hale, and Spielberg
Abraham Lincoln’s legacy does not need any more words written about it to enhance his reputation as the United States’ most influential and important president. He is...
10 Entrepreneurial Skills Every Financial Advisor Needs
The word “entrepreneur” is of French derivation (entreprendre, to undertake) and is defined as: a person who organizes, operates, and assumes the risk of a business....
Successful Financial Advisors and Entrepreneurs: 20 Key “Truths”
Entrepreneurs are a different breed of cat. In working with entrepreneurs, successful financial advisors often consult their own ‘inner entrepreneur’, and model their...
How Financial Advisors Connect With Entrepreneurs
As part of Global Entrepreneurship Week (GEW), ClientWise is paying special attention this week to the role that financial advisors play in this space…as entrepreneurs...
ClientWise Honors Our Veterans
ClientWise would like to pause for a moment, and thank the millions of veterans who have served our country.
How Successful Financial Advisors Re-Gain Their Focus
Regardless of your political persuasion, it is likely that the election was a huge distraction for you and your clients. The good news is that now that the election is...