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The ClientWise Blog
Why Aren’t You "Board"?
Late last year, I led a working session of sixteen advisory clients – all but one of them managed in excess of $1B in assets (with at least two firms north of $2B in...
Are Socially Distanced BBQs a Thing?
The very first Labor Day was celebrated in New York City on September 5, 1882. And on June 28, 1894, President Grover Cleveland signed a law making the first Monday in...
Stay Connected Recommendations - For You and Your Team 9/01/2020
Looking for ways to keep your team and your clients focused and engaged? Share with them some of the books, TV shows, movies, podcasts, etc. that have helped lift your...
Curated Content for Financial Leaders (Week of August 31)
Each of these important articles and podcasts have been thoughtfully curated, timely, and helpful for you and your team.
Opportunity's Knocking
New clients and new talent have never been more accessible Perhaps all this industry buzz and talk about entering “a new normal” is legitimate, and that the way you...
Curated Content for Financial Leaders (Week of August 24)
Each of these important articles and podcasts have been thoughtfully curated, timely, and helpful for you and your team.
Stay Connected Recommendations - For You and Your Team 08/18/2020
Looking for ways to keep your team and your clients focused and engaged? Share with them some of the books, TV shows, movies, podcasts, etc. that have helped lift your...
Curated Content for Financial Leaders (Week of August 17)
Each of these important articles and podcasts have been thoughtfully curated, timely, and helpful for you and your team.
Rethinking Your Personal Productivity Tech Stack
Moore’s Law states that every two years the number of transistors on a microchip will double while over the same period the cost of computers will halve. Rather than a...
Stay Connected Recommendations - For You and Your Team 08/05/2020
Looking for ways to keep your team and your clients focused and engaged? Share with them some of the books, TV shows, movies, podcasts, etc. that have helped lift your...
Best Practices in Creating a Distributed Workforce
When it comes to returning to the workplace, there’s no shortage of conflicting viewpoints in the marketplace in general – nor among advisors and their teams in...
Stay Connected Recommendations - For You and Your Team 07/27/2020
Looking for ways to keep your team and your clients focused and engaged? Share with them some of the books, TV shows, movies, podcasts, etc. that have helped lift your...
Why and When Should You Hire a COO?
If you’re like most successful firm founders, you’re probably either a tremendous relationship manager, rainmaker and/or investment technician. And as your firm has...
Stay Connected Recommendations - For You and Your Team 07/20/2020
Looking for ways to keep your team and your clients focused and engaged? Share with them some of the books, TV shows, movies, podcasts, etc. that have helped lift your...