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The ClientWise Blog
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Leadership (2)
16 Practice Management Podcasts to Elevate Your Business
Mastering practice management is an essential success driver as you build your enterprise. Effective practice management strategies not only help streamline your...
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...
5 Tips for More Impactful 1:1 Meetings
When developing professional relationships, there's simply nothing quite as valuable or productive as a well-structured, one-on-one meeting. We’re all incredibly busy...
7 Essential Metrics for Your CEO Scorecard
Recently, I was coaching a group of larger ($1+ billion in AUM) advisory firm CEOs. Our objective was to develop a CEO scorecard they could all commit to holding...
Micro-Segmentation
An opportunity to test and learn new acquisition strategies Lately, whenever I talk to one of our clients, I make it a point to ask them what their year-to-date new...
Zoom Your Way to Loyal Client Advocates
Sit down at a lunch table during any advisor conference, and I can pretty much guarantee you that sooner than later, the topic of conversation will gravitate to client...
Why Aren’t You "Board"?
Late last year, I led a working session of sixteen advisory clients – all but one of them managed in excess of $1B in assets (with at least two firms north of $2B in...
Are Socially Distanced BBQs a Thing?
The very first Labor Day was celebrated in New York City on September 5, 1882. And on June 28, 1894, President Grover Cleveland signed a law making the first Monday in...
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.
Opportunity's Knocking
New clients and new talent have never been more accessible Perhaps all this industry buzz and talk about entering “a new normal” is legitimate, and that the way you...
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.
Rethinking Your Personal Productivity Tech Stack
Moore’s Law states that every two years the number of transistors on a microchip will double while over the same period the cost of computers will halve. Rather than a...
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.