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The ClientWise Blog

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Business Development

Building a Strong Foundation: 3 Critical Governance Committees for Larger Practices

Paraphrasing Michael Gerber, author of E-Myth Revisited, “Sooner or later, the day will come where the technical skills of your trade or profession are no longer enough;...

10 Must Listen Advisor-Led Podcasts for Wealth Wisdom

In today's fast-paced world, staying up-to-date with the latest financial trends, insights, and strategies is crucial—especially as you strive to offer your clients the...

4 Steps to Delegate More Effectively

Every successful leader knows that delegation is essential to achieving maximum capacity. The key question, however, is whether or not you’re approaching delegation...

8 Benefits of a Five-Year Strategic Plan for Your Business

Recently, I was talking with one of our elite advisor clients (the CEO of a $2.4 billion firm), and he shared the notion that for all its critical importance, ‘strategic...

12 Keys to Building an Enduring Firm

If building an enduring business – one that cares for future generations (of both clients and advisors) – is important to you, then now’s the time to start planning. But...

5 Ways to Create and Cultivate a Growth Mindset Culture

Carol Dweck, Ph.D. and author of Mindset: The New Psychology of Success, defines a growth mindset as believing “the hand you’re dealt is just the starting point for...

New Success in Succession™ Program Addresses Glaring Gap

We’ve all seen the sobering statistics. The average age of financial advisors is currently reported to be 55 years old, with roughly one in five age 65 or older. And...

Top 5 Key Insights for Business Continuity

Q1 2022 INSIGHTS During the first quarter of 2022 (Jan - Mar), we asked our clients a series of business-specific questions to gauge their perceptions as to how prepared...

7 Central Concepts to Shape Your Hiring

This week at the Barron’s Advisor Independent Summit, a group of self-made leaders gathered for an invitation-only event to learn and grow, sharing ideas and insights....

8 Ways to Better Frame Your Firm

Odds are you’ve created hundreds of pitch books over the course of your advisory career—PowerPoint presentations with your company brand, bulleted facts and figures,...

7 Leading and Lagging Indicators for the Health of Your Business

For better or worse, we’re bombarded by a constant stream of economic data. Looking closely at both leading indicators such as bond yields and housing starts as well as...

"What's in Their Wallet?" Part 1: Why Your Compensation Stack Matters

In Part 1 of a two-part series, we will explore what factors to consider when putting together the compensation stack for your team members. Like a tech stack, your...

The Unintended Consequences of Growth: Why Elite Advisors are Always Recruiting

Why elite advisors are always recruiting Pick up any trade journal these days and you’re bound to see at least a couple of articles about the current ‘Great Resignation’...

Build It and They Will Come: Structuring your Compensation Philosophy

If you’re at all familiar with the film Field of Dreams, you know that it takes more than simply plowing the cornfield and building a baseball diamond to achieve your...

Looking Beyond the Multiple

Not too long ago, financial practice values were just a simple multiple of revenue. Depending on the book of business, an advisor generally could expect 1x to 2x...