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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:
The ClientWise Blog
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History
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...
November 27, 2014
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Category: History, ClientWise, Holiday
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...
November 11, 2014
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Category: History, ClientWise, Holiday
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...
October 6, 2014
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Category: Communication, History, Change, Recession
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...
June 14, 2014
Category: History, ClientWise, Holiday
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...
January 20, 2014
Category: History
