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The ClientWise Blog

Posts about:

Client Engagement (4)

Top 5 Areas of Focus for Financial Advisory Teams

  At ClientWise, we’re frequently approached by clients looking for that one “fix” that’s most crucial to their success. While as a rule we don’t believe in a “secret...

Letting Go to Grow - Team Building for Financial Advisors

Often in life and in business we’re faced with the challenge of letting go of old belief structures in order to create the space necessary to make room for new ones that...

Getting The Most Out of Your LinkedIn Analytics

  For many financial advisors LinkedIn has been a largely underused marketing tool. Even those who have a fully updated and complete profile might not be tapping into...

Top 3 Most Popular ClientWise Blog Posts for February

With the short month, bad weather, and general busy-ness of February...you may have missed some of our more popular blog posts.

Financial Advisors: 11 Steps to Delivering Bad News to Clients

If trees grew to the sky and the markets never declined, it would be relatively easy being a financial advisor…at least from the standpoint of sharing “bad news.” 

Should Financial Advisors Have a Minimum Account Size?

We see a large number of financial advisors who struggle with whether or not to establish an account minimum for their clients. Yet, a recent study that we undertook...

The 11 Key Principles of an Exceptional Client Onboarding Approach

As a coaching company that serves successful financial advisors, one of our observations is that client onboarding is critical for successful financial advisors and...

4 Client Techniques for Maximum Engagement

2013 was an interesting year for investors’ relationships with financial advisors. A recent survey by Phoenix Marketing reported a significant decline in investor...

Financial Advisors: The Tricky Language of Retirement Income

Here’s a shout-out to the Helping Advisors Blog from Russell Investments…from which the following thoughts are generated. I have always found this blog to be interesting...

Nothing Left Unsaid: The Value of the Legacy Letter

[The following guest post is authored by Michelle Weilert, a professional writer of stage and screen, who is also the creator of Legacy Letters,...

Jeff Bezos’ Advice to Financial Advisors: Talk to the Chair

Jeff Bezos is, arguably, the #1 CEO in America. Investors would seem to agree. Since they went public in 1996, AMZN has appreciated more than 17,000 percent.

Financial Advisor Prospecting: Revealing a Risk for HNW Investors

According to Christine Gaze, directory of practice management for TD Ameritrade, the typical high-net-worth investor works with 3.21 financial advisors.   What may not...

20 Ways that Financial Advisors Can Improve Client Interactions

What are the principal challenges that financial advisors face vis-à-vis their client interactions? Generally, financial advisors have the best of intentions with...

Financial Advisors: Get to Your Clients’ Truth. Test Your Assumptions

Our brains process each new experience through filters that have various forms. When it comes to listening to others, these filters often exert great influence.   The...

Financial Advisors: “So, how was your week?”

If you had a good friend who had been off the grid camping for the past 7 days, who called you this morning and innocently asked, “So, how was your week?”…where would...