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The ClientWise Blog

Posts about:

Leadership

Curated Content for Financial Leaders (Week of August 31)

    Each of these important articles and podcasts have been thoughtfully curated, timely, and helpful for you and your team.

Curated Content for Financial Leaders (Week of August 24)

    Each of these important articles and podcasts have been thoughtfully curated, timely, and helpful for you and your team.

Curated Content for Financial Leaders (Week of August 17)

    Each of these important articles and podcasts have been thoughtfully curated, timely, and helpful for you and your team.

Curated Content for Financial Leaders (Week of July 20)

    Each of these important articles and podcasts have been thoughtfully curated, timely, and helpful for you and your team.

Curated Content for Financial Leaders (Week of July 13)

    Each of these important articles and podcasts have been thoughtfully curated, timely, and helpful for you and your team.

Curated Content for Financial Leaders (Week of June 29)

    Each of these important articles and podcasts have been thoughtfully curated, timely, and helpful for you and your team.

Curated Content for Financial Leaders (Week of June 22)

    Each of these important articles and podcasts have been thoughtfully curated, timely, and helpful for you and your team.

Curated Content for Financial Leaders (Week of June 15)

    Each of these important articles and podcasts have been thoughtfully curated, timely, and helpful for you and your team.

Effective Investment Charts for Communication with Clients

  "Success is not final, failure is not fatal: it is the courage to continue that counts." -  Winston Churchill   The Most Beautiful Virtual Choir For This Holiday Week...

Adversity Gives Rise to Great Leaders

Sometimes it’s at the turbulent center of a monumental crisis where true leaders discover their inner strength. Individuals who despite incredible fear and uncertainty...

A History Lesson in Gratitude, Living and Laughing at it All

As we take time to give thanks and reflect on the relationships for which we are most grateful, we invariably recall certain history lessons that serve as important...

Your Most Important Clients? It's Your Team. 

If we only had a dollar for every time we’ve heard an advisor say “I’d really prefer not to add new team members because I just don’t like managing people.” Mind you,...

4 Ways to Take Team Leadership From Good to Great

There’s an old adage that states, “Great leaders don’t tell you what to do; they show you how it’s done.” It’s a point we try to strongly emphasize anytime we work with...

The Biggest Inhibitor to Your Firm's Growth? It May Be You.

Frequently when I speak at advisor events, I’ll ask attendees what they believe to be the greatest impediment to their firm’s future growth. More often than not, the...

Creating a Positive Wealth Management Team Culture

We focus so much on acquisition, portfolio management, client issues and day-to-day operations that we rarely have time to sit back and take stock of the state of our...