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The ClientWise Blog
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Leadership (8)
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”.
43 Must Read Books for Successful Financial Advisors
Read any good books lately?
The 5 Essential Functions of the Financial Advisory Team
Today, the industry is evolving into a new stage of the wealth management model. This evolution is driven, in part, by demographics. As Baby Boomers reach their...
Field of Broken Dreams: What Mariano Teaches Financial Advisors
Mariano Rivera is the all-time best closing pitcher in baseball. He has a record 608 career regular-season saves. His 2.21 earned run average is the lowest ERA of any...
What Financial Advisors Can Learn from the Instagram Founders
No doubt you’ve heard the Instagram fairy tale. Internet start-up. Not even two years old. Two co-founders in their twenties, Kevin Systrom and Mike Krieger. 12...
Financial Advisor Coaching: Picking the Right Coach
If you are a financial advisor who wants to enhance the effectiveness of your team, solve challenges that are unique to your practice, or begin thinking bigger about...
19 Financial Advisor Marketing Strategies
How should a financial advisor's marketing strategy make them stand out from the crowd?
Spark your productivity with 19 useful iPad Apps
As a techie, I'm often asked what apps I find the most useful and frequently quiz others to find out their favorites. I'm not a big gamer and swore I'd never whirl an...
Sheryl Sandberg to Women Financial Advisors: Own Your Own Success
Sometime this spring, Sheryl Sandberg will join the ranks of the few self-made women billionaires. Oprah Winfrey and Meg Whitman are the other two. (Sandberg's stake...