The ClientWise Blog

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...

Financial Planning: The Future of Your Wealth

Guest blogger and economist Matthew T. Shafer helps ClientWise and the financial professionals and investors in our network understand the future of their wealth in an...

Are Female Financial Advisors the Key to the Industry's Future?

For an industry that prides itself on its planning approach, the financial advisory profession is finding itself in a bit of a pickle of late.

5 Tips for Your Financial Advisor Business Plan

  December is the month where many successful financial advisors lay out their business plans for the coming year. Although, the planning process isn’t necessarily...

The Gloomy Generation: How Financial Advisors Can Help Baby Boomers

“All generalizations are false, including this one.”…Mark Twain

13 Strategies to Energize Your Marketing Materials

With respect to marketing for financial advisors, marketing materials are among the necessary tools to expand awareness of their practice, as well as to reach out to...

Back to School

Kids?...or a Bentley Flying Spur?

The Changing Role of the Financial Planner