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The ClientWise Blog
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Marketing & Communication (2)
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...
Take the Quiz: How Good Are Your Communications Skills?
Communication skills are the most important skills that you need to be successful in any industry. For financial advisors specifically, being able to effectively...
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...
What Skills Does Every Leader Need to Master?
Love 'em or hate 'em, there’s no arguing that in an industry structured to create franchise parity through salary caps and free agency, the New England Patriots have...
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...
5 Tips for Building an Effective Team and Future Company
There’s a fundamental and often monumental difference between a “team” and a “work group.” Yet what most advisors refer to as a team, is more often than not, the latter...