The ClientWise Blog

Top 5 Key Insights for Business Continuity

Q1 2022 INSIGHTS During the first quarter of 2022 (Jan - Mar), we asked our clients a series of business-specific questions to gauge their perceptions as to how prepared...

Part I: Start Planning While You’re Still Growing

Succession planning is the buzzword of the year. People are discussing it in every office and reading about it in every publication, but so few of us are actually doing...

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...

Key CEO Behavior #26: Meaningful Individual Goals

Financial advisors work in financial services, but this doesn’t mean they are motivated entirely by finances… or at least it shouldn’t. Your work should have meaning to...

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...

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...