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Leadership (3)
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.
Curated Content for Financial Leaders (Week of July 10)
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.
8 Essential Qualities of Successful NextGen Leaders
At ClientWise, we talk at great length about the critical importance of cultivating the NextGen owners and partners who will guide your firm into the future. It’s not...
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..jpg)
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 On...