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The ClientWise Blog

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Client Engagement (2)

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...

5 Client Acquisition Techniques for Everyday Life

Sometimes we have to break the rut of our networking to find any new successes. If you’ve run into the same people at the past three networking dinners or non-profit...

The Power of Listening

I recently heard an inspiring story about a former international tax lawyer. David (name changed for privacy) is currently working to build his own independent practice,...

The Future Client

As coaches we always work in partnership with our clients. We are never, so to speak, one step ahead or guiding our client, because we are never thinking for them, only...

6 Simple, Impactful Ways to Be a Better Financial Advisor

“In a time of universal deceit, telling the truth becomes a revolutionary act.” - George Orwell