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The ClientWise Blog
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Leadership (3)
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...
8 Ways to Get More Out of Your Business Meetings
We continually champion the concepts of “partnering” and “collaborative conversations” because they are such critical components to the future success of your business....
Succeeding at Succession for Financial Advisors
As a conscientious advisor, you take your fiduciary duty to your clients quite seriously. Your entire raison d'être is to serve as their voice of fiscal reason, advising...
Keys to Running a Successful Internship Program
An internship program offers your team tremendous means of enhancing productivity while ensuring the continuity of exemplary client service. The challenge for many...
4 Tools to Help Boost Team Productivity
As your team and business expand, managing productivity quickly becomes a monumental challenge. You wake up one morning and realize that what you could once manage with...
Improve Your Hiring Process -- Think Strategically!
With every hire, at a minimum you should be thinking about your future company rather than merely filling a current need. Ask yourself where you envision the individual...
Onboarding Starts with the Very First Interview
How do you go about quickly and effectively integrating new hires into the culture of your team? The trick is to not wait until the individual is hired, but rather to...
I’ve Got Your Back – Nurturing Mutual Accountability
Mutual accountability is a quality that neither develops on its own, nor can be coerced. Instead, mutual accountability must be co-created between you, as team leader,...
Are Your Marketing Efforts Stuck in the '80s?
Blue Horseshoe loves Anacott Steel! For many of us, the image of Bud Fox’s tenacious efforts to bag the elephant and secure a new client relationship with Gordon Gekko...