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The ClientWise Blog

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Veterans Day

Today, ClientWise celebrates and graciously thanks all of the men and women who have served in the United States Military.

Happy Independence Day from ClientWise

  On July 2, 1776 Richard Henry Lee made a motion for the independence of our country from Great Britain. This inspired John Adams to turn to his wife, Abigail, and say:

Something Bigger Than Oneself

"A hero is someone who has given his or her life to something bigger than oneself." - Joseph Campbell

Gratitude for Your Partnership with a Few Fun Facts

The opportunity to coach and work with the nation’s top financial advisors and financial professionals has given ClientWise much to be thankful for almost 9 years now....

Honoring Our Veterans & Active Duty Military

Veterans Day is an incredibly important day for our nation, because it marks an opportunity for us to celebrate the sacrifices made by those individuals who protect our...

7 Simple Secrets to Transform the Financial Services Industry

The financial services industry has made a lot of progress since the days of 2008 when a dark cloud hung over the reputation of a business that, at its true core, was...

The Role of Financial Advisors in America's Freedom

On June 14, 1777 the American flag was adopted as the symbol of our country’s freedom and independence. The 13 red and white stripes symbolize the 13 original colonies,...

Honoring Rev. Dr Martin Luther King Jr.

Today is the day that we honor the memory of Rev. Dr Martin Luther King Jr. Across the nation, church services, tributes and other events will be held to memorialize the...

Geo. Washington, Thanksgiving, and Enjoying Our "Temporal Prosperity"

On Thanksgiving Day in past years, this blog has noted the contributions of Sarah J. Hale and Abraham Lincoln towards our national holiday. After a 36-year campaign of...

Thank You Veterans!

ClientWise would like to pause for a moment, and thank the millions of veterans who have served our country.

Four Fun Historical Facts for Financial Advisors on the 4th of July

Today, July 4, 2013, marks the 236th celebration of our nation’s independence. Firstly, ClientWise wishes all of our friends and clients a very festive and happy...

Remembering Our Fallen... “Cherish Tenderly the Memory”

ClientWise joins the nation in honoring the sacrifices of our fallen service members and their families.  They fought for us, and should be remembered on this Memorial...

Financial Advisors: Happy Mother's Day from ClientWise

This Mother’s Day marks the 99th official celebration of maternity and parenthood.

Financial Advisors, Thanksgiving, Lincoln, Hale, and Spielberg

Abraham Lincoln’s legacy does not need any more words written about it to enhance his reputation as the United States’ most influential and important president. He is...

ClientWise Honors Our Veterans

ClientWise would like to pause for a moment, and thank the millions of veterans who have served our country.