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The ClientWise Blog
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Client Acquisition (2)
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’...
The Art of WOW: Improve Your Client Engagement Process
“People will forget what you said. People will forget what you did. But people will never forget how you made them feel.” - Maya Angelou That’s the genuine essence of...
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...
Why Women are NOT a Niche Market
I can’t begin to tell you how many financial advisors, when asked to identify their target niche market, will list women as one of their targets. How exactly can a group...
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 - Narrowing Your Focus For A Powerful Reputation
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...
How Are you Connecting with Your Clients?
At ClientWise, we frequently address the importance of practice management. Practice management involves several elements of your business that are covered in our...
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...
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...