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The ClientWise Blog
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Marketing & Communication (3)
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...
Financial Advisory Teams: Rules and Structures for Partnering Together
What are your financial advisory team’s rules and structures for successfully partnering together? When you’re just starting out and your financial advisory team...
10 Guidelines for More Productive Employee Development Conversations
If you’re like most advisors, you probably meet with individual team members on an annual or quarterly basis to provide performance feedback. These evaluations are...
What You Know Will Open More Doors Than Who You Know
Hopefully this doesn’t come as a tremendous shock, but your clients aren’t just sitting around thinking of friends and associates they could introduce you to. Generating...
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...
7 Simple Ways to be An Exceptional Financial Advisor
“In a time of universal deceit, telling the truth becomes a revolutionary act.” - George Orwell Financial Advisors get a bad rap, and much of it is unjust. While we...
Unlock More Referrals by Changing Your Perspective
Far too many advisors and wholesalers view strategic networking solely as an opportunity to build a funnel of professional referrals – rarely venturing beyond the...
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...
How Are you Connecting with Your Clients?
At ClientWise, we frequently address the importance of practice management. Practice management involves several elements of your business that are covered in our...
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...
6 Social Media Secrets for Financial Advisors
The social media space can be an overwhelming environment, especially in an industry in which it’s just becoming “acceptable” or commonly practiced. Even our marketing...
5 Client Acquisition Techniques for Everyday Life
Sometimes we have to break the rut of our networking to find any new successes. If you’ve run into the same people at the past three networking dinners or non-profit...