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The ClientWise Blog
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Marketing & Communication (2)
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,...
Gauging your clients’ confidence
Despite the bounce-back of financial markets we’re currently seeing, our world has indeed changed. Even if this unprecedented loosening of monetary policy by the Fed can...
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...
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...
Unlocking the Gate: 5 Key Referral Criteria
Why is it that some advisors seem so successful at building a Professional Advocate Network of attorneys, CFPs and estate planners, while other equally capable advisors...
Think Outside the Platform and Get New Clients
If you’re like many advisors, you probably associate certain social networking sites with specific functions. Facebook is the platform you turn to for attracting new...
I'm on Social Media, Now What?
From time to time, I write about the growing relevance and importance of social media. Unfortunately, for many of you affiliated with broker-dealers, the topic has...
Why Your Networking is “not-working!”
Whenever I have a conversation with an advisor client about his or her professional advocate network, invariably they begin to discuss the number of client referrals...
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...
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...
Build Better Client Relationships: 5-Step Client Engagement Process
With tax season right around the corner, this is a time of year when many advisors are focused on annual and quarterly client reviews. The challenge, however, often lies...