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Client Engagement (2)
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...
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...