The ClientWise Blog

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...

How You Can Increase Client Wealth (and your own) in 2014

Want to increase the wealth of your clients in 2014? Want to increase your own wealth? For good measure, how about increasing the financial satisfaction of your clients?...

How Financial Advisors Build Useful Behavioral Momentum with Clients

Each quarter, Russell Market Research compiles the Financial Professional Outlook, the collected opinions of financial advisors from national, regional, and independent...

Financial Advisors: The Worst Behavioral Bias of Your Clients

The Death of Equities...or Not

Rules Rule!

No Gripe on Skype

Crisis in Japan

Buffett Bullish on America

Think for Yourself

Pollyannas

Alan Greenspan Missed the Last Bubble, Will Your Clients Miss It Next?

Investing: Women = Smart, Men = Dumb