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The ClientWise Blog
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Business Development (12)
How Referrals Juice Up Financial Advisor Marketing, Part 2
For most financial advisors, it’s a given that referrals are the main driver of your wealth management practice. We discussed the pluses and minuses to this approach in...
The Pros/Cons of a 100% Referral-Based Financial Advisory Practice
Referrals are the lifeblood of a thriving financial advisory business. Our proprietary research has shown that 71 percent of new assets for top-performing financial...
Marketing Idea for Financial Advisors: Americans Who Retire Abroad
There’s some interesting research that indicates the number of Americans who will retire abroad is likely to grow by 9 times, over the next few years. As a marketing...
4 Proven Media Relations Strategies that Work for Financial Advisors
Many financial advisors want more exposure in the media. It’s a no-brainer really. Media attention raises your awareness with potential clients, potential professional...
How Financial Advisors Can Lever the Fiduciary Standard
You may have seen this provocative article in this past weekend’s NY Times, “A Fancy Financial Adviser Title Does Not Ensure High Standards”.
Financial Advisors! 5 Clues That Your Networking is Not-Working
Networking is one of those activities that a lot of people do…poorly. Hardly surprising! There’s something vaguely intimidating about entering a room full of strange...
Financial Advisors: Ask a Question. Change a Life.
Powerful questioning – the ability to ask questions that reveal information necessary to provide maximum benefit for the client in the coaching relationship – is one of...
Financial Advisors: Do you really want to “pitch” your clients?
I subscribe to SmartBrief, a service that I find very valuable. The company is on a mission to “save you time and keep you smart.” (Great value proposition, btw.) Each...
The 5 Essential Functions of the Financial Advisory Team
Today, the industry is evolving into a new stage of the wealth management model. This evolution is driven, in part, by demographics. As Baby Boomers reach their...
Client Acquisition: Financial Advisors Who Cold-Call with Cold Cuts
Here’s an interesting and creative approach for meeting new prospective clients, highlighted in the recent edition of Fast Company.