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The ClientWise Blog
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Business Development (4)
Building Enterprise Value in Your Financial Advisory Firm
If you were actually able to stay awake through your 8:00am college economics class, you might recall a definition of Enterprise Value as a firm’s market capitalization...
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...
Financial Advisory Teams: Rules and Structures for Partnering Together
What are your financial advisory team’s rules and structures for successfully partnering together? When you’re just starting out and your financial advisory team...
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...