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The ClientWise Blog

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Goals

Executing with Strategy

We’ve all heard that genius is one percent inspiration and ninety-nine percent perspiration. Clearly, Thomas Edison knew that achieving genius goes well beyond just...

5 Keys to Reaching Team Goals And Having The Best Year Ever

Accomplishing Your Biggest Goals, which includes some really important points about the benefits of things like past failures, setting goals that seem unachievable, and...

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...

Financial Advisors! Make the Transition to Leader for 2015

Earlier this week we posted a blog about the difference between true teams and work groups. While this may have seemed clear on paper, the execution requires some key...

Keys to Success for the Highest Performing Financial Advisory Teams

    What makes high performing financial advisory teams so successful?    At ClientWise we are extremely careful to differentiate between true financial advisory teams...

7 Mistakes Financial Advisory Teams Will Make in 2015

Bringing together a financial advisory team is a huge endeavor and very often a differentiator between solo advisors with moderate success and those who decide to team...

How to Gain Return on Your Values

In business you can’t rest on your laurels; there are no guarantees. Ethical standards and staying on one’s toes are a basic requirement to sustaining a competitive...

Think Like A CEO, Not a Top Producing Financial Advisor

As a financial advisor leading a team, or even a small staff, your responsibilities are often more like those of a CEO leading a company rather than those of a high...

Consider This Before Teaming up with Another Financial Advisor

At ClientWise we work with a lot of financial advisors who are either considering partnering, or in the process of partnering, with another advisor. The temptation is...

Credentials...Are You a Journey Learner or Hungry for Alphabet Soup?

  Financial advisors often approach our coaches inquiring about whether or not they should sit for a particular credentialing exam. We hold credentialing in very high...

Is Your Strategic Mindset Out of Shape?

If you’re like many successful advisors who come to our offices, you probably have an innate ability to run your firm. In all likelihood you spent a considerable amount...

Shoulda-Woulda-Coulda: Turn Your Regrets into Big Opportunities

"I wish that I were more successful…" "If only I had gotten my CFA…" "I should have gone independent…" "I wish that I could spend more time with my family…" "Where would...

How to Increase Your AUM by 49%: Set Clear Goals…and Reflect Back!

Never look down to test the ground before taking your next step; only he who keeps his eye fixed on the far horizon will find the right road…Dag Hammarskjold

Get Fit. Build Your Business. Love Your Family. All Together Now!

January is the month of best intentions where many successful financial advisors begin walking down the pathway towards their various and diverse goals with a bounce in...

Financial Advisors: How to Frame Your Goals in Three. Simple. Words.

The other day I read the following blog post by @chrisbrogan, a provocative writer and thinker who I greatly enjoy and appreciate, "My 3 Words for 2014."