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The ClientWise Blog

Posts about:

Client Acquisition

Rainmaking Matters

One storm is no longer enough... When it comes to fueling meaningful growth in your enterprise, the days of succeeding by doing one thing very well are quickly becoming...

Engaging the NextGen client

The clock is ticking We’ve all seen the statistics. The probability that your firm will be able to retain your current clients’ assets once they transfer to the next...

Advisor Growth Strategies Pt. 2: The Hunt for New Relationships

In my last blog, we explored strategies that can help drive a greater share of wallet from your existing clients. Now, we will take a look outside at some potential...

Advisor Growth Strategies: Part One

Ask any advisor about their strategy for growth and nine times out of ten their response will focus on the acquisition of new clients either through loyal client...

Unlocking the Door to Acquisitive Growth

It’s a well understood reality that there is a veritable army of advisors in today’s marketplace who covet the idea of super-charging the growth of their business with...

Preparing Your Practice for NextGen Clients

While they may currently only control 4% of the nation’s wealth, there’s absolutely no doubt that if you’re not preparing your firm to address the needs and preferences...

Want to Attract New Female Clients?

Over the last few years, there have been many articles published about the increasing economic power of women both here in the U.S. and globally. By 2020 (essentially...

Putting the ClientWise Conversation™ to Work

The subtitle of my book You’ve Been Framed is “How to reframe your wealth management business and renew client relationships.” Before you can effectively undertake that...

Unlocking the Gate: 5 Key Referral Criteria

Why is it that some advisors seem so successful at building a Professional Advocate Network of attorneys, CFPs and estate planners, while other equally capable advisors...

4 Behaviors to Better Leverage Your Advocates and Team

Many successful financial advisors out there have found ways to cultivate centers of influence and build momentum with their wealth management team. Here at ClientWise,...

How Top Financial Advisors Can Better Serve Clients' Heirs

While the statistics vary slightly, time and again they all point to the fact that unless you change your process, the likelihood of holding onto your current clients’...

How to Convert the Right Clients into Advocates

What exactly constitutes a “client advocate?” Advisors are often rather liberal in their definition, including those clients who, from time to time, provide an...

What You Know Will Open More Doors Than Who You Know

Hopefully this doesn’t come as a tremendous shock, but your clients aren’t just sitting around thinking of friends and associates they could introduce you to. Generating...

Catching Keyser Soze - Building a Powerful Reputation Starts with Narrowing Your Focus

For those familiar with the film The Usual Suspects, the name Keyser Soze will no doubt be immediately recognizable – and wholly unforgettable. Yet, while the illusive...

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...