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The ClientWise Blog
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Marketing & Communication (3)
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...
The Power of Listening
I recently heard an inspiring story about a former international tax lawyer. David (name changed for privacy) is currently working to build his own independent practice,...
What Do You Do When Your Professional Advocates are Wrong?
Unfortunately in business people don’t always see eye-to-eye. What works for some professionals might not work for others. But what about an instance in which you don’t...
Including Competitors in Professional Advocate & Succession Strategy
Did you ever consider that an untapped asset in your corner could be those people whom you view as your greatest competition? A mistake many advisors make when building...
6 Considerations for Financial Advisors Networking with Attorneys
There are seemingly endless opportunities for financial advisors to receive referral introductions from attorneys, but this doesn't mean they are easy to come by. As a...