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The ClientWise Blog

Posts about:

Leadership (5)

The Best Leadership Books from 2014

Team Leadership is an incredibly important and in-depth topic in today’s world. It’s so important to our financial advisor clients that most of the workshops we hold at...

The Honest Conversation that Financial Advisory Teams Need to Have

Working as a true financial advisory team requires a certain amount of vulnerability and a ton of honesty on your part as the leader. It means letting go of some of the...

7 Mistakes Financial Advisory Teams Will Make in 2015

Bringing together a financial advisory team is a huge endeavor and very often a differentiator between solo advisors with moderate success and those who decide to team...

Pay It Forward: Helping Financial Advisors Help Their Clients

One of our latest blogs, 6 Essential Coaching Skills that ALL Financial Professionals Must Have I outlined the ways in which coaching is explicitly different from...

6 Essential Coaching Skills that ALL Financial Professionals Must Have

As the premiere coaching company serving financial professionals, ClientWise has several key objectives to accomplish simultaneously. The first and, in many respects,...

The Biggest Oversight Financial Advisors are Making for their Future

We work with a lot of financial advisors who are in a building phase for their businesses. If anything, they are preparing to join existing financial advisory teams, or...

Part III: Changing Your Mindset Can Change Your Business

The last two ClientWise blogs have gone into depth about how changing your mindset about what you do and who you are can change your business for the better. We’ve...

Part II: How Changing Your Mindset Changes Your Business

Since we’ve partnered with Summit Media to launch our joint workshop “Building the Billion Dollar Business™,” ClientWise has been focusing specifically on helping...

Financial Advisors: How Changing Your Mindset Changes Your Business

Are you in the 38% of financial advisors who consider themselves business owners over advisors, or do you fall in the larger category of the 62% of financial advisors...

Joint Venture Provides Cutting Edge Workshops for Financial Advisors

We’re thrilled to announce that we have recently partnered with ThinkAdvisor, a company equally committed to helping financial professionals access industry knowledge...

9 TED Talks Every Financial Advisor Must Watch

As a financial advisor, it’s easy to get caught up in day to day activities, working IN your business instead of ON your business. But making an effort to help grow...

Unveiling the ClientWise Research Approach

At ClientWise, we pride ourselves on the fact that every opportunity in which we engage is a learning opportunity. In fact, we provide the same opportunity for...

Share the Love: Introducing ClientWise to Financial Professionals

Do you know someone in financial services whose business is struggling or plateauing despite the recent uptick in the economy? As financial professionals we’re inclined...

5 Steps to an Entrepreneur's Success

If you’re a financial advisor who has been in the business for a number of years, these steps may seem elementary to you. Perhaps you feel you’ve surpassed these goals,...

7 Killer Questions You Should Be Asking Your Clients

Your relationship with your clients is as important as your financial advising of them. They view you as a trusted partner in their day-to-day lives as much as they see...