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The ClientWise Blog

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Marketing Approach

9 Creative Ways for Financial Advisors to Acquire Clients

  Identifying high-impact clients. Helping them clearly understand the value you deliver. Building the necessary levels of trust to establish lasting relationships. And...

10 Key Marketing Elements for Successful Financial Advisors

It's always a good time for financial advisory teams to fine-tune their marketing plans. It’s vital that the team remains focused on reaching defined marketing and...

Capabilities Decks: A Financial Advisor Marketing Necessity

Understandably, very few advisors are natural marketing or branding experts. After all, there are only so many hours in the day, with client and operational demands...

5 Lessons from the Wisdom of Steve Jobs

As we approach the 5-year anniversary of the death of Steve Jobs, he continues to remain one of the world’s most respected business visionaries and innovators. A...

Financial Advisor Client Events: Making a Lasting Impression

Intimacy and engagement: those are the qualities that separate truly memorable client events from the merely enjoyable; they’re the qualities that resonate at a deeply...

3 Key Ways to Maximize Your Financial Advisor Marketing

Far too many advisors view their firm website with the same sort of fear and trepidation that results in dated, uninspiring advisor websites that say very little and...

Social Media for Advisors: Silence is NOT Golden!

No matter how capable of a writer you are, the simple truth is that it’s vital you have an opinion and are willing to share it. Your clients are counting on that. If you...

Are Your Marketing Efforts Stuck in the '80s?

Blue Horseshoe loves Anacott Steel! For many of us, the image of Bud Fox’s tenacious efforts to bag the elephant and secure a new client relationship with Gordon Gekko...

Catching Keyser Soze - Narrowing Your Focus For A Powerful Reputation

For those familiar with the film The Usual Suspects, the name Keyser Soze will no doubt be immediately recognizable – and wholly unforgettable. Yet, while the illusive...

An Argument for Content Marketing for Financial Advisors

    The question of whether or not stories sell better than ads is long settled by now. We live in an information driven age in which consumers crave knowledge with...

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...

Not All Referrals for Advisors are Created Equal. Can You Recognize The Difference?

As we move around the Professional Advisory Model (PAM) ™, our focus for March and April will highlight our client and professional engagement models, which we...

Financial Advisors: Has Your Pipeline Left the Building?

When three clients talk to me about the same issue in a week, it’s time for a blog post. The issue is pipeline management. 

Keep Your Marketing in Mind Even After You’ve Snagged the Client

If financial advisors choose to invest the time and money to create an online presence, they better believe that people are going to place some value in it and except to...

5 Critical Marketing Questions Financial Advisors Must Ask Themselves

As of 2013, the number of registered financial advisor representatives with a FINRA-member firm was roughly 700,000. With this number steadily increasing year after...