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The ClientWise Blog

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Client Acquisition (3)

The Digital Advocate: Your Online Centers of Influence

LinkedIn has become more and more popular amongst financial advisors over the last few years. Even the big wirehouse firms have advisors creating a LinkedIn presence...

Communicating with Your Loyal Client Advocates

We have been discussing the importance of financial advisors connecting with Professional Advocates and Loyal Client Advocates collectively over the past few weeks. It’s...

Financial Advisors: Has Your Pipeline Left the Building?

When three clients talk to me about the same issue in a week, it’s time for a blog post. The issue is pipeline management.

4 Techniques to Improve Your Advisory Team and Acquire Clients

One of the greatest gifts at your disposal as a financial advisor is your ability to communicate openly, both with your clients and your team members. As our focus is on...

How To Host A Client Appreciation Event with Purpose

So you're thinking of hosting your own client appreciation events? So how do you get people to come, how do you get them to stay, and—most importantly—how do you achieve...

5 Critical Marketing Questions Financial Advisors Must Ask Themselves

As of 2013, the number of registered financial advisor representatives with a FINRA-member firm was roughly 700,000. With this number steadily increasing year after...

Help Investors Break Up with Unresponsive Financial Advisors

Finances are a very scary part of life for many investors, and with this fear also comes the hesitation to make change. In many cases, investors are always ”on the...

Financial Advisors, Could Your Webpage Be Costing You Clients?

You are probably at a point in your career where you're acquiring clients in a variety of ways. If you have an active professional network, you might be finding centers...

5 Actions Financial Advisors Should Take on Social Media TODAY!

In August we published a blog about going digital in one weekend. Have you done it yet? Well, if not, you’re missing out. Social media expert Amy McIlwain, who...

Financial Advisors! Take The Wheel... It's Time To Drive Your Business

If you are like most financial advisors you started in the business with one or two clients and over the years have worked really hard to add new names to your client...

6 Brilliant Strategies That Will Maximize Your Conference Experience

As a featured participant at The 2014 LPL Financial Focus Conference in San Diego next month, we’ve been working with many of our LPL clients on maximizing their...

What is #NFAW14?

Prime location, check. Leading financial media outlets, check. Top financial advisors, check. Eager investors, check. Celebrity appearances and life-changing giveaways,...

Leverage LinkedIn, Connecting with Competitors & Upgrading to Premium

As LinkedIn becomes an increasingly popular source for client referrals, advisors are getting more serious about how to use it as a resource. We’re frequently asked...

Top 5 Areas of Focus for Financial Advisory Teams

At ClientWise, we’re frequently approached by clients looking for that one “fix” that’s most crucial to their success. While as a rule we don’t believe in a “secret...

Critical Factors for Financial Advisors When Onboarding New Clients

First impressions are incredibly important. The initial moments of a conversation reveal a lot about the person you are talking to; through their voice, their body...