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13 Strategies to Energize Your Marketing Materials
With respect to marketing for financial advisors, marketing materials are among the necessary tools to expand awareness of their practice, as well as to reach out to...
19 Financial Advisor Marketing Strategies
How should a financial advisor's marketing strategy make them stand out from the crowd?6 Financial Advisor Marketing Ideas for Twitter
Many of you might be thinking about using Twitter for business and have no idea where to start. Rome wasn’t built in a day, and neither were the social networking sites...
5 Best Google Practices for the Successful Financial Advisor
When looking for information in Google it can be very hard to validate which information you are looking for within the accumulation of search results. From my own past...
Spark your productivity with 19 useful iPad Apps
As a techie, I'm often asked what apps I find the most useful and frequently quiz others to find out their favorites. I'm not a big gamer and swore I'd never whirl an...
Sheryl Sandberg to Women Financial Advisors: Own Your Own Success
Sometime this spring, Sheryl Sandberg will join the ranks of the few self-made women billionaires. Oprah Winfrey and Meg Whitman are the other two. (Sandberg's stake...
Think Different
With all of the attention paid to the Super Bowl commercials, this past Sunday (“Just My Shell” and “Matthew’s Day Off” were two of the well-regarded standouts), I have...
How to Think Creatively in Building Your Value Proposition
I’m working with a financial advisor, the CEO of a very successful financial advisory team, who is in the midst of an especially vexing problem that is taxing every...
Financial Advisor Tools for Successful Client Acquisition
Today’s financial advisors understand that they must continue to acquire new client relationships as well as maintain existing relationships in order to survive and...
Financial Advisor Marketing: Big Opportunity to Help the Affluent
Are you a financial advisor marketing to the affluent? Are you also looking for a way to truly help them? Consider this statistic. 58 percent of investors with $5...
A Thanksgiving Wish to All of Our Top Financial Advisor Clients
As a coaching firm that focuses on the industry’s best financial advisors, ClientWise has much to be thankful for. Six years ago, we founded ClientWise with the...