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The ClientWise Blog
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Leadership (8)
6 Steps to Asking for Advice from People Busier Than You
“No man is an island” was originally a meditation by the English poet/priest/barrister, John Donne (1572-1631). In 1964, it was also a hit song by The Lettermen. The...
Defining your Legacy as Leader and Financial Advisor
What is your legacy as a financial advisor and leader? Max De Pree is the chairman emeritus of Herman Miller, Inc., an innovator in the office furniture business over...
Leadership (and Humanity) in the Moment: Luke Hancock and Kevin Ware
In the literature of financial advisors, as well as the lexicon of sport, “leadership” and “heroism” are virtually clichés. We read all sorts of articles and books on...
5 Good Reads on Listening: A "Secret" Skill for Financial Advisors
“You're short on ears and long on mouth.”…John Wayne A very Duke-like quote on listening, as spoken by John Wayne as Big Jake. Big Jake wasn’t one of the Duke’s best...
How Financial Advisors Build Useful Behavioral Momentum with Clients
Each quarter, Russell Market Research compiles the Financial Professional Outlook, the collected opinions of financial advisors from national, regional, and independent...
10 Entrepreneurial Skills Every Financial Advisor Needs
The word “entrepreneur” is of French derivation (entreprendre, to undertake) and is defined as: a person who organizes, operates, and assumes the risk of a business....
Financial Advisor Marketing: The Courage to say “No!”
I’m reading a first-rate new book, Uncommon Service: How to Win by Putting Customers at the Core of Your Business, by Harvard Business Professor Frances Frei and global...
7 Vital Decisions for Forward-Looking Financial Advisors
Dramatic change lies ahead for financial advisors. A possible inflection point in the industry? Only time will tell.Barron’s Assembles an Elite Group of Financial Advisors
Every year, the list of Barron’s Top 100 Financial Advisors offers a snapshot of some of the premier financial advisors in the nation. Published in an issue of Barron’s...Irony! As Opportunities Increase, Financial Advisors Decrease
It’s a paradox! Just as opportunities for financial advisors are on the rise, more advisors than ever before are leaving the industry. A study by research firm Cerulli...
Financial Advisor Succession Planning: Do as I say, Not as I do
Business and succession planning expertise is an important expertise that many financial advisors bring to their clients. However, according to ClientWise research, less...
How Financial Advisors Can Lever the Fiduciary Standard
You may have seen this provocative article in this past weekend’s NY Times, “A Fancy Financial Adviser Title Does Not Ensure High Standards”.