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The ClientWise Blog

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Entrepreneurs

Part III: Changing Your Mindset Can Change Your Business

The last two ClientWise blogs have gone into depth about how changing your mindset about what you do and who you are can change your business for the better. We’ve...

Part II: How Changing Your Mindset Changes Your Business

Since we’ve partnered with Summit Media to launch our joint workshop “Building the Billion Dollar Business™,” ClientWise has been focusing specifically on helping...

Financial Advisors: How Changing Your Mindset Changes Your Business

Are you in the 38% of financial advisors who consider themselves business owners over advisors, or do you fall in the larger category of the 62% of financial advisors...

Joint Venture Provides Cutting Edge Workshops for Financial Advisors

We’re thrilled to announce that we have recently partnered with ThinkAdvisor, a company equally committed to helping financial professionals access industry knowledge...

5 Steps to an Entrepreneur's Success

If you’re a financial advisor who has been in the business for a number of years, these steps may seem elementary to you. Perhaps you feel you’ve surpassed these goals,...

Unlock Your Firm's Value in 4 Steps

There has been a lot of discussion surrounding enterprise value as a means to evaluate financial advisory firms, including our most recent blog article on the topic: “To...

Moneyball tactics for recruiting Financial Advisors – yup, it exists.

[Guest Post] Created by  Amrita Mathur, PriceMetrix Talented financial advisers don't come cheap. The largest Wall Street wealth management firms, which have been...

An Innovative Financial Advisor Coaching Blueprint

LPL Financial, the largest independent broker-dealer in the country as measured by total revenue, has recently developed an innovative practice management program for...

What Shaquille O’Neal Teaches Financial Advisors and Entrepreneurs

This past week, former NBA ballplayer Shaquille O’Neal could be seen wandering around South by Southwest Interactive in Austin, Texas; meeting entrepreneurs, checking...

The Financial Advisor as Entrepreneur: 10 Entrepreneurial Skills

The word “entrepreneur” is of French derivation (entreprendre, to undertake) and is defined as: a person who organizes, operates, and assumes the risk of a business....

Successful Financial Advisors and Entrepreneurs: 20 Key “Truths”

Entrepreneurs are a different breed of cat. In working with entrepreneurs, successful financial advisors often consult their own ‘inner entrepreneur’, and model their...

How Financial Advisors Connect With Entrepreneurs

As part of Global Entrepreneurship Week (GEW), ClientWise is paying special attention this week to the role that financial advisors play in this space…as entrepreneurs...

Financial Advisors: Ask a Question. Change a Life.

Powerful questioning – the ability to ask questions that reveal information necessary to provide maximum benefit for the client in the coaching relationship – is one of...

RIA Regulation Moves Forward

Ever since the Dodd-Frank Wall Street Reform and Consumer Protection Act was signed into law in July 2010, RIAs have been wondering what regulatory agency they would...