The ClientWise Blog

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...

The Art of WOW: Improve Your Client Engagement Process

“People will forget what you said. People will forget what you did. But people will never forget how you made them feel.” - Maya Angelou That’s the genuine essence of...

How to Convert the Right Clients into Advocates

What exactly constitutes a “client advocate?” Advisors are often rather liberal in their definition, including those clients who, from time to time, provide an...

Part II: Start Planning While You're Still Growing

Last week, we posted Part I of this blog, which talked about the best way to tackle succession planning by starting to plan while you’re still growing your business. To...