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The ClientWise Blog
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Business Planning (4)
Consider This Before Teaming up with Another Financial Advisor
At ClientWise we work with a lot of financial advisors who are either considering partnering, or in the process of partnering, with another advisor. The temptation is...
Letting Go to Grow - Team Building for Financial Advisors
Often in life and in business we’re faced with the challenge of letting go of old belief structures in order to create the space necessary to make room for new ones that...
Credentials...Are You a Journey Learner or Hungry for Alphabet Soup?
Financial advisors often approach our coaches inquiring about whether or not they should sit for a particular credentialing exam. We hold credentialing in very high...
Is Your Strategic Mindset Out of Shape?
If you’re like many successful advisors who come to our offices, you probably have an innate ability to run your firm. In all likelihood you spent a considerable amount...
"Add Water and Stir" Approach to Process Design for Financial Advisors
I coach a group of financial advisors that recently joined forces and became a financial advisory team. One of their challenges is that they are pretty light on...
Financial Planning: The Future of Your Wealth
Guest blogger and economist Matthew T. Shafer helps ClientWise and the financial professionals and investors in our network understand the future of their wealth in an...
Shoulda-Woulda-Coulda: Turn Your Regrets into Big Opportunities
"I wish that I were more successful…" "If only I had gotten my CFA…" "I should have gone independent…" "I wish that I could spend more time with my family…" "Where would...
How to Increase Your AUM by 49%: Set Clear Goals…and Reflect Back!
Never look down to test the ground before taking your next step; only he who keeps his eye fixed on the far horizon will find the right road…Dag Hammarskjold
Get Fit. Build Your Business. Love Your Family. All Together Now!
January is the month of best intentions where many successful financial advisors begin walking down the pathway towards their various and diverse goals with a bounce in...
Financial Advisors: How to Frame Your Goals in Three. Simple. Words.
The other day I read the following blog post by @chrisbrogan, a provocative writer and thinker who I greatly enjoy and appreciate, "My 3 Words for 2014."
Financial Advisors: The Top 13 ClientWise Blog Posts for 2013
Below are links to the “Top 13” ClientWise blog posts for 2013, i.e. the most widely-read articles that we’ve published over the past year. They cover a range of topics...
Your Business Plan: Play to Your Strengths, and Follow Your Passion
We have observed that financial advisors who are focused on building their business plans each year tend to begin the planning process early.
Forward-Thinking Financial Advisors: 7 Steps to Playing a Bigger Game
With the breadth of commentary that is available on the internet to financial advisors and entrepreneurs, Chris Brogan is among the more astute and thought provoking....