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Micro-Segmentation
An opportunity to test and learn new acquisition strategies Lately, whenever I talk to one of our clients, I make it a point to ask them what their year-to-date new...
Zoom Your Way to Loyal Client Advocates
Sit down at a lunch table during any advisor conference, and I can pretty much guarantee you that sooner than later, the topic of conversation will gravitate to client...
Why Aren’t You "Board"?
Late last year, I led a working session of sixteen advisory clients – all but one of them managed in excess of $1B in assets (with at least two firms north of $2B in...
Are Socially Distanced BBQs a Thing?
The very first Labor Day was celebrated in New York City on September 5, 1882. And on June 28, 1894, President Grover Cleveland signed a law making the first Monday in...
Opportunity's Knocking
New clients and new talent have never been more accessible Perhaps all this industry buzz and talk about entering “a new normal” is legitimate, and that the way you...
Rethinking Your Personal Productivity Tech Stack
Moore’s Law states that every two years the number of transistors on a microchip will double while over the same period the cost of computers will halve. Rather than a...
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...
How to Better Leverage Millennial Financial Advisors
You’re most likely familiar with the oft-discussed Japanese business concept of Kaizen. Derived from the words“kai” which means change and “zen” which means good, the...
What You Know Will Open More Doors Than Who You Know
Hopefully this doesn’t come as a tremendous shock, but your clients aren’t just sitting around thinking of friends and associates they could introduce you to. Generating...What We Know About “The Best” Financial Advisors
Great success doesn’t just appear out of thin air. It’s difficult to achieve and takes patience, time, and focus. While many advisers in varying situations can...
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How to Refresh Your Wealth Management Team in 2015
The beginning of the year is an exciting time, especially after the close of a successful previous one. All too frequently however, we simply “reconfigure” our strategic...
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...
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...