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...
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...
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’...
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...
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...
“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...
What exactly constitutes a “client advocate?” Advisors are often rather liberal in their definition, including those clients who, from time to time, provide an...
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...
Communication skills are the most important skills that you need to be successful in any industry. For financial advisors specifically, being able to effectively...
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...
At ClientWise, we frequently address the importance of practice management. Practice management involves several elements of your business that are covered in our...
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...
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...
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)...
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...