The ClientWise Blog

"What's in Their Wallet?" Part 2: Why Your Compensation Stack Matters

Your compensation stack is the combination of human capital tools which create a framework for fully compensating your team members and framing your firm as a desirable...

When to Consider Adding Professional Management?

Build It and They Will Come: Structuring your Compensation Philosophy

If you’re at all familiar with the film Field of Dreams, you know that it takes more than simply plowing the cornfield and building a baseball diamond to achieve your...

5 Critical Keys to Effective Compensation Planning

Ask any consultant who works on compensation in the financial services industry and they’ll probably tell you that retaining Human Capital should be the #1 cause of...

Short-Term Comp = Long-Term Headaches

In just the past few weeks alone, I’ve come across no fewer than a half-dozen situations where highly successful advisors suddenly find themselves hamstrung by...

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...

How Much is that Advisor in the Window?

Perhaps more than any other industry, the financial advisory business is keenly attuned to benchmarks. You carefully watch major indices, craft investment portfolios to...