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The ClientWise Blog
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Leadership (3)
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.
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...
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,...
Developing an Emotionally Intelligent Team
The best in the business know that a critical part of their role is mentoring, coaching and developing their team. It's extremely important to gain the skills and...
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...
What Skills Does Every Leader Need to Master?
Love 'em or hate 'em, there’s no arguing that in an industry structured to create franchise parity through salary caps and free agency, the New England Patriots have...
It Pays to Know Your Type
Building Better Team Cohesion and Communication Why do you do what you do? What motivates you and what causes you stress? How do you respond to conflict? How do others...
Growing Your Business with Purpose and Intent
Ask a large group of advisors to list their primary business goals, and odds are “growing my business” will be at or near the top of almost every list. But ask the same...