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The ClientWise Blog
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Business Development (2)
7 Central Concepts to Shape Your Hiring
This week at the Barron’s Advisor Independent Summit, a group of self-made leaders gathered for an invitation-only event to learn and grow, sharing ideas and insights....
8 Ways to Better Frame Your Firm
Odds are you’ve created hundreds of pitch books over the course of your advisory career—PowerPoint presentations with your company brand, bulleted facts and figures,...
7 Leading and Lagging Indicators for the Health of Your Business
For better or worse, we’re bombarded by a constant stream of economic data. Looking closely at both leading indicators such as bond yields and housing starts as well as...
"What's in Their Wallet?" Part 1: Why Your Compensation Stack Matters
In Part 1 of a two-part series, we will explore what factors to consider when putting together the compensation stack for your team members. Like a tech stack, your...
The Unintended Consequences of Growth: Why Elite Advisors are Always Recruiting
Why elite advisors are always recruiting Pick up any trade journal these days and you’re bound to see at least a couple of articles about the current ‘Great Resignation’...
Build It and They Will Come: Structuring your Compensation Philosophy
If you’re at all familiar with the film Field of Dreams, you know that it takes more than simply plowing the cornfield and building a baseball diamond to achieve your...
Looking Beyond the Multiple
Not too long ago, financial practice values were just a simple multiple of revenue. Depending on the book of business, an advisor generally could expect 1x to 2x...
5 Impactful Ways to Scale Culture
We’re in the midst of a transitional time—not just because of the systemic changes that have been brought on by COVID. Advisory businesses are currently experiencing...
7 Key Considerations for Advisors Committed to Building Enduring Firms
Building an enduring business. For most of us, it’s one of the most important goals we have—to establish a firm that will care for future generations of both clients and...
10 Essential Drivers of Enterprise Value
One of the biggest challenges for any thriving advisory firm is finding time (beyond day-to-day operations) to plan and execute on the activities which will most...
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...
How the CARES Act Impacts Your Clients’ Taxes
Harold Evensky’s musings on the Coronavirus McKkinsey & Company: The Future is Not What it used to Be - Seven Elements for Business Leaders to Consider as They Plan for...
Keeping Your Team Effective While Working Remotely
Some offices have already closed, and others may do so in the future, so knowing how to organize yourself and your team to continue to provide exemplary service is...
Polonius Never Tried to Grow a Practice
“Neither a borrower nor a lender be: For loan oft loses both itself and friend.” Hamlet; Act 1, Scene 3 It’s one of the most recognizable and oft quoted lines in all of...