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The ClientWise Blog

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Learning (2)

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...

Better Results Through Partnership

When I started in financial services over 28 years ago, most firms hired financial advisors—who were then referred to as “brokers” or “insurance agents”, even “special...

Credentials...Are You a Journey Learner or Hungry for Alphabet Soup?

  Financial advisors often approach our coaches inquiring about whether or not they should sit for a particular credentialing exam. We hold credentialing in very high...

Is Your Strategic Mindset Out of Shape?

If you’re like many successful advisors who come to our offices, you probably have an innate ability to run your firm. In all likelihood you spent a considerable amount...

I'm not the Shell Answer Man

  Post written by Mitch York - A ClientWise Professional Certified Coach (ICF) An age-old conundrum in coaching is that some clients believe the coach will give them The...

Financial Planning: The Future of Your Wealth

Guest blogger and economist Matthew T. Shafer helps ClientWise and the financial professionals and investors in our network understand the future of their wealth in an...

Expert Financial Advisors, Tim Tebow, and the 10,000-Hour Rule

  Are you an expert financial advisor? This is not a casual question. To the extent that you are able to look a prospective client in the eye and say with supreme...

Financial Advisors: Dump Your Assumptions About Millennials!

Talk about your Generation Gap! There’s a pretty big one when you look at the demographic bands of the financial advisor community.

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...

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...

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...

19 Financial Advisor Marketing Strategies

  How should a financial advisor's marketing strategy make them stand out from the crowd?