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The ClientWise Blog

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Client Engagement (3)

Financial Advisors: Stop Selling & Start Partnering

One of the most challenging aspects of coaching for those who are new to the profession or—as is frequently the case in financial services—those who are accustomed to...

Use Financial Literacy Month to Deepen Your Relationship with Clients

How have you used Financial Literacy Month to help your clients and deepen your relationships? April offers an excellent opportunity to discuss the importance of...

Your Next-Gen Centers of Influence

It’s no secret that there is a lack of young financial advisors in the industry. Only 5% of the 315,000 advisors working in the U.S. are under the age of 30. This is due...

Ask Yourself These 12 Questions To Uncover Your Best COIs

Your client advocate and professional advocate relationships, or centers of influence, are incredibly important for the success of your business. As a seasoned advisor...

Communicating with Your Loyal Client Advocates

We have been discussing the importance of financial advisors connecting with Professional Advocates and Loyal Client Advocates collectively over the past few weeks. It’s...

Financial Advisors! 6 Keys to Change Your Client Conversations

As you wrap up the New Year it’s important to set aside some time to sit down with clients, whether to tie up loose ends from 2014 or begin preparations for 2015. As you...

How To Host A Client Appreciation Event with Purpose

So you're thinking of hosting your own client appreciation events? So how do you get people to come, how do you get them to stay, and—most importantly—how do you achieve...

Keep Your Marketing in Mind Even After You’ve Snagged the Client

If financial advisors choose to invest the time and money to create an online presence, they better believe that people are going to place some value in it and except to...

7 Strategies to Effective Client Communication in a Volatile Market

I recently had a conversation with an investor who expressed frustration regarding her financial advisor’s lack of urgency in reaching out to her after the recent market...

5 Critical Marketing Questions Financial Advisors Must Ask Themselves

As of 2013, the number of registered financial advisor representatives with a FINRA-member firm was roughly 700,000. With this number steadily increasing year after...

Financial Advisors, Could Your Webpage Be Costing You Clients?

You are probably at a point in your career where you're acquiring clients in a variety of ways.  If you have an active professional network, you might be finding centers...

5 Actions Financial Advisors Should Take on Social Media TODAY!

In August we published a blog about going digital in one weekend. Have you done it yet? Well, if not, you’re missing out. Social media expert Amy McIlwain, who...

7 Killer Questions You Should Be Asking Your Clients

Your relationship with your clients is as important as your financial advising of them. They view you as a trusted partner in their day-to-day lives as much as they see...

Financial Advisors! Take The Wheel... It's Time To Drive Your Business

If you are like most financial advisors you started in the business with one or two clients and over the years have worked really hard to add new names to your client...

5 Critical Marketing Tactics Every Financial Advisor Should Know

Do you have your bases covered when it comes to the scalable growth of your business?  Though there are many tactics available to financial advisors,  we've discovered,...