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The ClientWise Blog

Posts about:

Communication

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...

What Skills Does Every Leader Need to Master?

Love 'em or hate 'em, there’s no arguing that in an industry structured to create franchise parity through salary caps and free agency, the New England Patriots have...

5 Tips for Building an Effective Team and Future Company

There’s a fundamental and often monumental difference between a “team” and a “work group.” Yet what most advisors refer to as a team, is more often than not, the latter...

Financial Advisory Teams: Rules and Structures for Partnering Together

  What are your financial advisory team’s rules and structures for successfully partnering together? When you’re just starting out and your financial advisory team...

10 Guidelines for More Productive Employee Development Conversations

If you’re like most advisors, you probably meet with individual team members on an annual or quarterly basis to provide performance feedback. These evaluations are...

What You Know Will Open More Doors Than Who You Know

Hopefully this doesn’t come as a tremendous shock, but your clients aren’t just sitting around thinking of friends and associates they could introduce you to. Generating...

7 Simple Ways to be An Exceptional Financial Advisor

“In a time of universal deceit, telling the truth becomes a revolutionary act.” - George Orwell Financial Advisors get a bad rap, and much of it is unjust. While we...

Unlock More Referrals by Changing Your Perspective

  Far too many advisors and wholesalers view strategic networking solely as an opportunity to build a funnel of professional referrals – rarely venturing beyond the...

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...

The Power of Listening

I recently heard an inspiring story about a former international tax lawyer. David (name changed for privacy) is currently working to build his own independent practice,...

How to Refresh Your Wealth Management Team in 2015

The beginning of the year is an exciting time, especially after the close of a successful previous one. All too frequently however, we simply “reconfigure” our strategic...

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...

The Honest Conversation that Financial Advisory Teams Need to Have

Working as a true financial advisory team requires a certain amount of vulnerability and a ton of honesty on your part as the leader. It means letting go of some of the...