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The ClientWise Blog

Posts about:

Financial Advisor Business Planning

10 Tips to Fast-Track Team Goal Setting in 2024

As we embark on the journey of a new year, fully present, with clear heads and open minds, this is the perfect time to commit to a ‘growth restart.’ From carefully...

Top 5 Key Insights for Business Continuity

Q1 2022 INSIGHTS During the first quarter of 2022 (Jan - Mar), we asked our clients a series of business-specific questions to gauge their perceptions as to how prepared...

Durability, Profitability and Sustainability: What's the Difference?

These are perhaps the three most important benchmarks by which wealth management practice success is truly measured. Yet, many advisors struggle with drawing clear...

The 9 Elements in Every Successful Financial Advisor Business Plan

In our last blog, we focused on the turning of the calendar as an ideal opportunity to revisit your business plan, with an eye towards capturing more meaningful business...

Setting the Stage for a Strong 2016

While the final quarter of the year tends to be a hectic time, it’s a critically important time for your business. If you want to have a strong first quarter of 2016,...

Financial Advisors: Questions to Enhance Your Succession Planning

It takes very disciplined thinking to fully consider your succession planning strategy. Often, succession planning is confused with continuity planning. While continuity...

Part I: Start Planning While You’re Still Growing

Succession planning is the buzzword of the year. People are discussing it in every office and reading about it in every publication, but so few of us are actually doing...

Top TED Talks for Financial Advisors & Leaders

After our last post on public speaking, we decided to seek out some of our favorite TED Talks. We were curious to see how the elements we advised were applied (or not)...

Your Financial Advisor Summer Checklist

Summer provides an excellent opportunity for financial advisors to work ON their businesses in addition to working IN their businesses. While many of your private...

Key CEO Behavior #26: Meaningful Individual Goals

Financial advisors work in financial services, but this doesn’t mean they are motivated entirely by finances… or at least it shouldn’t. Your work should have meaning to...

Part 2: 5 MORE Business Plan Elements Financial Advisors Must Consider

Last week we provided you with 5 items to cover, or at least consider, in your business plan for your financial advisory practice. These elements provide more of a...

Part I: Business Plan Elements Every Financial Advisor Must Cover

Sometimes a task that feels like back-tracking can actually give you the momentum to move forward. Our discussions surrounding succession planning have led many of you...

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...

5 Measurements to Consider in Your 2015 Strategic Business Plan

Most financial advisors are incredibly focused on measuring their assets under management and anything else that impacts their production, but there are several other...

7 Strategies to Effective Client Communication in a Volatile Market

I recently had a conversation with an investor who expressed frustration regarding her financial advisor’s lack of urgency in reaching out to her after the recent market...