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The ClientWise Blog

Posts about:

Client Engagement (2)

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...

Financial Advisor Client Events: Making a Lasting Impression

Intimacy and engagement: those are the qualities that separate truly memorable client events from the merely enjoyable; they’re the qualities that resonate at a deeply...

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...

Build Better Client Relationships: 5-Step Client Engagement Process

With tax season right around the corner, this is a time of year when many advisors are focused on annual and quarterly client reviews. The challenge, however, often lies...

Take the Quiz: How Good Are Your Communications Skills?

Communication skills are the most important skills that you need to be successful in any industry. For financial advisors specifically, being able to effectively...

7 Tips To Make Your Client Meetings More Memorable

Depending on the size and scope of your practice, you likely only have one or two face-to-face meetings with each client annually. That fact makes those interactions...

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 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...

6 Social Media Secrets for Financial Advisors

The social media space can be an overwhelming environment, especially in an industry in which it’s just becoming “acceptable” or commonly practiced. Even our marketing...

Top TED Talks for Financial Advisors & Leaders

After our last post on public speaking, we decided to seek out some of our favorite TED Talks. We were curious to see how the elements we advised were applied (or not)...

Public Speaking for Financial Advisors

Financial advisors are generally viewed as a gregarious bunch. And while this is true for some, it serves as unnecessary pressure for those who don’t feel as comfortable...