<img height="1" width="1" style="display:none;" alt="" src="https://dc.ads.linkedin.com/collect/?pid=529113&amp;fmt=gif">
login-iconeXchange™   Schedule a Strategy Session

The ClientWise Blog

Posts about:

Client Engagement (5)

Financial Advisors: How to Frame Yourself as "Irreplaceable"

As a financial advisor, even a very successful financial advisor, are you irreplaceable? New York Times columnist and author, Paul Sullivan, poses this very question in...

Financial Advisors: How to Partner with Problem Clients

Are you a financial advisor who has a client (or clients) who, whenever they call, your stomach tenses up in a twisted knot because there is no pleasing them? If so,...

Better, Faster, Easier Referrals Using the 80:20 Rule

Successful financial advisors are, most likely, very familiar with the Pareto Principle as it applies to their business. The Pareto Principle -- aka the 80:20 Rule -- is...

Client Communication: Are you sending too much?

As a successful financial advisor, how do you determine the right amount of communication to provide to your clients? Before you answer, let me lay a number on you. 3.6...

Financial Advisors: A Secret* Ingredient to Jumpstart Growth

Trust! You already have this, of course. All financial advisors do to some extent. Yet, the really, really good and successful financial advisors know how to leverage...

Lemmings, the Fiscal Cliff, and other Half-Truths

Contrary to popular belief, lemmings don’t hurl themselves off cliffs. And the Fiscal Cliff is more like a hill. However, this hasn’t prevented the collective media from...

Client Engagement Model: 10 Key Areas for Financial Advisors

Client engagement defines how a financial advisor, and their team, chooses to engage and serve clients. Breaking it down even further, ClientWise research has identified...

How Top Financial Advisors Identify, and Save, At-Risk Clients

Financial advisor-client relationships are more likely to end with a whimper than a bang. That’s because most disgruntled clients leave their financial advisor quietly....

How Financial Advisors Use Client Surveys to Onboard New Clients

Top-performing financial advisors know that their new client onboarding process sets the tone for a long-term partnership. Indeed, the initial impression that the...

The Pros/Cons of a 100% Referral-Based Financial Advisory Practice

Referrals are the lifeblood of a thriving financial advisory business. Our proprietary research has shown that 71 percent of new assets for top-performing financial...

How Financial Advisors Use Client Surveys to Transform Their Business

Marketers have long known that Client Surveys are a good thing. They are an effective tool that positively influences customers and clients.

5 Steps for Financial Advisors to Identify their Ideal Client Type

Many top-performing financial advisors demonstrate the ability to identify and refine what we, at ClientWise, call the ideal client type. This is a targeted demographic...