<img height="1" width="1" style="display:none;" alt="" src="https://dc.ads.linkedin.com/collect/?pid=529113&amp;fmt=gif">
login-iconeXchange™   Schedule a Strategy Session

The ClientWise Blog

Posts about:

Holiday

Memorial Day: Honoring Our Fallen Heroes

This weekend, we commemorate those who have fought for all we hold so precious and dear. Memorial Day is a day when we pause to give thanks to the people who fought for...

Happy Holidays!

From our family to yours, we would like to wish you a Happy Holidays and a very Happy New Year! In this season of giving, we are most grateful for that which you give to...

Happy Holidays!

On behalf of the entire ClientWise team, we would like to wish you Happy Holidays from our family to yours! In this season of giving, we are most grateful for that which...

Give in the Time of Corona

First off, my sincerest apology to author Gabriel Garcìa Màrquez for butchering the title of his remarkable novel Love in the Time of Cholera just to come up with a...

Giving Thanks

At this reflective time of year, I remind myself that while gratitude is important, it’s in the giving (of our time, talent and treasure) that we best demonstrate our...

Celebrating Independence

If there’s one holiday that should especially resonate with financial advisors, it’s the 4th of July – a celebration of our nation’s unyielding and relentless desire for...

Proclamation on Prayer for Peace, Memorial Day, 2019

Regardless of political persuasion, whether red state or blue, there are some messages that transcend politics and provide a rare opportunity to begin salving wounds and...

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

A Holiday Package from ClientWise to Prepare Your Team for 2015

They say that the best leaders know how to delegate. At ClientWise we’d argue that the best leaders know how to collaborate. However, part of the challenge of...

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...

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,...