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The ClientWise Blog

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Marketing & Communication

5 Steps for Prospecting Small Business Owners: Navigating the next decade of money-in-motion

Finding new clients. It’s perhaps the single greatest challenge faced by younger next-generation advisors. Traditional cold-calling methods of building a client roster...

8 Steps to Harnessing Organic Growth- Prepare Your RIA for a Tsunami of Wealth Transfer

Earlier this week, I attended the Tiburon CEO Summit and had the opportunity to connect with a sophisticated group of wealth management CEOs—where the best come together...

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...

8 Ways to Better Frame Your Firm

Odds are you’ve created hundreds of pitch books over the course of your advisory career—PowerPoint presentations with your company brand, bulleted facts and figures,...

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...

Online Collaboration Tools

Bringing the best out in your team during challenging times. While compliance requirements may limit some financial advisory firms from using certain technologies,...

15 Tips for Financial Advisors Who are Networking on LinkedIn

Expand client marketing via LinkedIn As the premier professional network on the Internet, LinkedIn is a great place to make professional connections and network for...

Growing a Financial Advisory Business thru Mergers and Acquisitions

How three unique firms found common purpose in coming together Rick Kent (founder of the suburban Atlanta-based Merit Financial Group) was actively seeking to grow his...

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...