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The ClientWise Blog

Posts about:

Business Development

Pt 1. Elevate Your Financial Advisor Business Plan

You spend your days counseling clients as to the critical importance of careful and proper planning. Yet a great many of you either don’t have a business plan, or...

Setting the Stage for a Strong 2016

While the final quarter of the year tends to be a hectic time, it’s a critically important time for your business. If you want to have a strong first quarter of 2016,...

Valuing Your Business Goes Far Beyond Revenue Multiples

There’s a big difference between buying a book of business and buying a business. Acquiring a business doesn’t just require an assumption of client relationships; it...

Capital to Grow: Acquiring Other Financial Advisory Firms

“Revenue is vanity. Cash flow is sanity. But cash is king.” It’s an age-old business saying that has increasing relevance for today’s advisor who’s looking to jump-start...

How Successful Financial Advisors Get New Clients

Whether you call it “client acquisition”, “business development”, or “prospecting”, one thing is true. Successful financial advisors are becoming more creative and...

What We Know About “The Best” Financial Advisors

  Great success doesn’t just appear out of thin air. It’s difficult to achieve and takes patience, time, and focus. While many advisers in varying situations can...

An Argument for Content Marketing for Financial Advisors

    The question of whether or not stories sell better than ads is long settled by now. We live in an information driven age in which consumers crave knowledge with...

6 Social Media Secrets for Financial Advisors

The social media space can be an overwhelming environment, especially in an industry in which it’s just becoming “acceptable” or commonly practiced. Even our marketing...

Top TED Talks for Financial Advisors & Leaders

After our last post on public speaking, we decided to seek out some of our favorite TED Talks. We were curious to see how the elements we advised were applied (or not)...

Your Financial Advisor Summer Checklist

Summer provides an excellent opportunity for financial advisors to work ON their businesses in addition to working IN their businesses. While many of your private...

5 Client Acquisition Techniques for Everyday Life

Sometimes we have to break the rut of our networking to find any new successes. If you’ve run into the same people at the past three networking dinners or non-profit...

The Power of Listening

I recently heard an inspiring story about a former international tax lawyer. David (name changed for privacy) is currently working to build his own independent practice,...

Part II: 5 MORE Business Plan Elements Every Financial Advisor Must Consider

Last week we provided you with 5 items to cover, or at least consider, in your business plan for your financial advisory practice. These elements provide more of a...

Part I: Business Plan Elements Every Financial Advisor Must Cover

Sometimes a task that feels like back-tracking can actually give you the momentum to move forward. Our discussions surrounding succession planning have led many of you...