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The ClientWise Blog

Posts about:

Client Engagement

Random Acts of Kindness

The OED defines gratitude as “the quality or condition of being grateful or thankful; the appreciation of and inclination to return kindness; gratefulness.” But it’s...

Micro-Segmentation

An opportunity to test and learn new acquisition strategies Lately, whenever I talk to one of our clients, I make it a point to ask them what their year-to-date new...

Zoom Your Way to Loyal Client Advocates

Sit down at a lunch table during any advisor conference, and I can pretty much guarantee you that sooner than later, the topic of conversation will gravitate to client...

Managing your OWN fear and uncertainty

If you’re not experiencing any; you’re not human! Assuming you’ve ventured onto ThinkAdvisor, FA-Mag, InvestmentNews or any one of the many other online information...

The Anatomy of a Client Review

By now, you’ve reached out to check-in with all of your clients -apprising them as to your operating plan during the pandemic, as well as addressing any initial fears...

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...

How Successful Wealth Transfers are Built

It’s a statistic you’ve all heard repeatedly and one that understandably sends a shudder through most firms: 90-95% of inheritors fire their parents’ advisor once the...

Benchmarking the Beach House

As an industry, we’ve made great strides over the years towards aligning compensation with client interests – steadily migrating from transaction-based to fee-based...

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...

Wealth Management Advisors: Identify Your At-Risk Clients

Lately, in talking with financial advisors, I’m getting a sense that clients have finally settled down a bit after the heightened volatility that ushered in the New...

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 Justify Your Value So Price Doesn't Matter

As the advisor industry continues to churn with speculation regarding the scope and extent of new forthcoming DOL guidance around the transparency of client fees, all...