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The ClientWise Blog

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How to Refresh Your Wealth Management Team in 2015

The beginning of the year is an exciting time, especially after the close of a successful previous one. All too frequently however, we simply “reconfigure” our strategic...

Financial Advisors! Make the Transition to Leader for 2015

Earlier this week we posted a blog about the difference between true teams and work groups. While this may have seemed clear on paper, the execution requires some key...

Gen X Listen Up! 6 Strategies to Team Successfully with Gen Y Financial Advisors

The Million Dollar Question: How do you get legacy wealth and business into the hands of younger financial advisors with ease? Of course, “with ease” is the key phrase...

7 Simple Secrets to Transform the Financial Services Industry

The financial services industry has made a lot of progress since the days of 2008 when a dark cloud hung over the reputation of a business that, at its true core, was...

Part III: Changing Your Mindset Can Change Your Business

The last two ClientWise blogs have gone into depth about how changing your mindset about what you do and who you are can change your business for the better. We’ve...

Part II: How Changing Your Mindset Changes Your Business

Since we’ve partnered with Summit Media to launch our joint workshop “Building the Billion Dollar Business™,” ClientWise has been focusing specifically on helping...

Financial Advisors: How Changing Your Mindset Changes Your Business

Are you in the 38% of financial advisors who consider themselves business owners over advisors, or do you fall in the larger category of the 62% of financial advisors...

“Go Long” on Oxygen Tanks: A Breakdown on Succession Planning by ClientWise

  All of our financial advisor clients take a planning approach with their clients, so it seemed logical to me that they would do the same for their own business.  But...

To Plan for Succession or To Determine Enterprise Value?

As advisors you are tasked with the job of measuring value: The value of assets, the value of a trade, the value you bring to  your relationships with your clients. But...

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...

I'm not the Shell Answer Man

  Post written by Mitch York - A ClientWise Professional Certified Coach (ICF) An age-old conundrum in coaching is that some clients believe the coach will give them The...

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...

How Millennials Can Save the Financial Services Industry

Much has been written about the “graying” of the financial services industry: The median age of the 300,000+ financial advisors in the USA is about 50. 21% of advisors...

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...