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Holiday
Gobble Gobble! Gratitude! 🦃
As the leaves crunch underfoot and the Thanksgiving Holiday season is upon us, it’s time to hit the pause button on the chaos and soak in a little gratitude. Sure, the...
Get Out and Vote
You and your team hold a noble responsibility—guiding clients towards financial security and helping shape the current and future well-being of your community. This work...
Celebrating Independence Day: Reflecting on Freedom, Unity, and Growth
As we gather to celebrate the Fourth of July, it's more than just a day off work or an opportunity to enjoy fireworks with family and friends. It's a time to reflect on...
Honoring Memorial Day: A Tribute to Our Heroes
On this Memorial Day, we at ClientWise unite in a shared national pride and gratitude, pausing to honor and remember the brave men and women who have sacrificed to serve...
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! 2021
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! 2020
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 CampbellA 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...