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Giving thanks by giving back 11/25/2020
To say that 2020 has been a challenging year could perhaps be the greatest understatement of all time. It’s honestly been a year of unimaginable struggle. The loss of...
A Heartfelt Thank You to Our Veterans!
On behalf of the entire ClientWise team, we wish to express our deep appreciation to those of you who have served (or perhaps are still serving) in our nation’s Armed...
Stay Connected Recommendations - For You and Your Team 10/28/2020
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...
Stay Connected Recommendations - For You and Your Team
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...
Micro-Segmentation
An opportunity to test and learn new acquisition strategies Lately, whenever I talk to one of our clients, I make it a point to ask them what their year-to-date new...
Stay Connected Recommendations - For You and Your Team 10/01/2020
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...
Zoom Your Way to Loyal Client Advocates
Sit down at a lunch table during any advisor conference, and I can pretty much guarantee you that sooner than later, the topic of conversation will gravitate to client...
Stay Connected Recommendations - For You and Your Team 09/15/2020
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 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.