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The ClientWise Blog

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Leadership

Building a Strong Foundation: 3 Critical Governance Committees for Larger Practices

Paraphrasing Michael Gerber, author of E-Myth Revisited, “Sooner or later, the day will come where the technical skills of your trade or profession are no longer enough;...

The Power of Co-Creating Goals: 4 Strategies to Help Move Beyond the Numbers

As an advisor, much of your day revolves around numbers—setting financial goals, managing portfolios, and ensuring the financial well-being of your clients. Although...

10 Must Listen Advisor-Led Podcasts for Wealth Wisdom

In today's fast-paced world, staying up-to-date with the latest financial trends, insights, and strategies is crucial—especially as you strive to offer your clients the...

16 Practice Management Podcasts to Elevate Your Business

Mastering practice management is an essential success driver as you build your enterprise. Effective practice management strategies not only help streamline your...

4 Steps to Delegate More Effectively

Every successful leader knows that delegation is essential to achieving maximum capacity. The key question, however, is whether or not you’re approaching delegation...

5 Tips for More Impactful 1:1 Meetings

When developing professional relationships, there's simply nothing quite as valuable or productive as a well-structured, one-on-one meeting. We’re all incredibly busy...

7 Essential Metrics for Your CEO Scorecard

7 Essential Metrics for Your CEO Scorecard Recently, I was coaching a group of larger ($1+ billion in AUM) advisory firm CEOs. Our objective was to develop a CEO...

Micro-Segmentation

An opportunity to test and learn new acquisition strategies Lately, whenever I talk to one of our clients, I make it a point to ask them what their year-to-date new...

Zoom Your Way to Loyal Client Advocates

Sit down at a lunch table during any advisor conference, and I can pretty much guarantee you that sooner than later, the topic of conversation will gravitate to client...

Why Aren’t You "Board"?

Late last year, I led a working session of sixteen advisory clients – all but one of them managed in excess of $1B in assets (with at least two firms north of $2B in...

Are Socially Distanced BBQs a Thing?

The very first Labor Day was celebrated in New York City on September 5, 1882. And on June 28, 1894, President Grover Cleveland signed a law making the first Monday in...

Curated Content for Financial Leaders (Week of August 31)

Each of these important articles and podcasts have been thoughtfully curated, timely, and helpful for you and your team.

Opportunity's Knocking

New clients and new talent have never been more accessible Perhaps all this industry buzz and talk about entering “a new normal” is legitimate, and that the way you...

Curated Content for Financial Leaders (Week of August 24)

Each of these important articles and podcasts have been thoughtfully curated, timely, and helpful for you and your team.

Curated Content for Financial Leaders (Week of August 17)

Each of these important articles and podcasts have been thoughtfully curated, timely, and helpful for you and your team.