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The ClientWise Blog

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Business Development (4)

What’s Your Strategic Employee Onboarding Plan?

For the vast majority of financial advisors, building a business begins with anything but a strategic growth and onboarding plan. They start out as a jack-of-all-trades;...

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...

Unlock More Referrals by Changing Your Perspective

Far too many advisors and wholesalers view strategic networking solely as an opportunity to build a funnel of professional referrals – rarely venturing beyond the...

7 Tips To Make Your Client Meetings More Memorable

Depending on the size and scope of your practice, you likely only have one or two face-to-face meetings with each client annually. That fact makes those interactions...

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...

Executing with Strategy

We’ve all heard that genius is one percent inspiration and ninety-nine percent perspiration. Clearly, Thomas Edison knew that achieving genius goes well beyond just...

Financial Advisors: Questions to Enhance Your Succession Planning

It takes very disciplined thinking to fully consider your succession planning strategy. Often, succession planning is confused with continuity planning. While continuity...

Part II: Start Planning While You're Still Growing

Last week, we posted Part I of this blog, which talked about the best way to tackle succession planning by starting to plan while you’re still growing your business. To...

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 2: 5 MORE Business Plan Elements Financial Advisors 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...