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The ClientWise Blog
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Client Acquisition (6)
The Pros/Cons of a 100% Referral-Based Financial Advisory Practice
Referrals are the lifeblood of a thriving financial advisory business. Our proprietary research has shown that 71 percent of new assets for top-performing financial...
Marketing Idea for Financial Advisors: Americans Who Retire Abroad
There’s some interesting research that indicates the number of Americans who will retire abroad is likely to grow by 9 times, over the next few years. As a marketing...
5 Steps for Financial Advisors to Identify their Ideal Client Type
Many top-performing financial advisors demonstrate the ability to identify and refine what we, at ClientWise, call the ideal client type. This is a targeted demographic...
Financial Advisors! 5 Clues That Your Networking is Not-Working
Networking is one of those activities that a lot of people do…poorly. Hardly surprising! There’s something vaguely intimidating about entering a room full of strange...
3 Tips for How Financial Advisors Can Serve Up a Fresh, New Website
For financial advisors, a website is the gateway to your practice for potential clients. An interesting, informative website serves to welcome potential clients and help...
Financial Advisor's Tool: Leveraging The New Weekly Twitter Digest
Start checking your inbox, you will soon find a Twitter Digest. On Monday, May 14, 2012, Twitter announced a new feature where users will have the option of receiving a...
6 Critical Touchpoints When Financial Advisors Onboard New Clients
ClientWise research indicates that the two most important factors in determining future client satisfaction are: service quality and satisfying client needs. Moreover,...
Client Acquisition: Financial Advisors Who Cold-Call with Cold Cuts
Here’s an interesting and creative approach for meeting new prospective clients, highlighted in the recent edition of Fast Company.
Free Google Advertising for Financial Advisors
Here’s an interesting exercise for financial advisors. In your Google search box, type “Financial Advisors near (insert your zip code here)” Does your listing come up?...
7 Financial Advisory Blogs that Rock: Part 1 of 2
Blogging is finally coming of age for financial advisors. It used to be that blogging was optional – advisors could do it or not, and if not...hassles with compliance...