<img height="1" width="1" style="display:none;" alt="" src="https://dc.ads.linkedin.com/collect/?pid=529113&amp;fmt=gif">
LOG IN Contact Us

The ClientWise Blog

Posts about:

Most Recent

8 Essential Qualities for Identifying NextGen Producing Partners

Building an enduring firm is an incredibly noble endeavor. Making a positive difference in a client's life can dramatically impact many future generations of their...

9 Ways to Leverage the Pygmalion Effect: Drive Greater Organizational Success and Raise the Bar for Clients

Setting high standards for your team. It’s crucial in building a client-focused firm – helping foster an interdependent team that consistently achieves excellence for...

The RIA Growth Illusion: How to create a financial model to drive organic growth

For the ten years between 2012 – 2021, wealth management firms experienced a nearly $30 trillion surge in AUM (from $20.6 trillion to $50.4 trillion). Yet during that...

7 Steps to Building Your ‘Firm of Dreams’

" " In the 1989 classic film Field of Dreams, Kevin Costner’s character, Ray Kinsella, hears a mysterious voice whisper, “If you build it, he will come.” Driven by...

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...

9 Keys to Successfully Attract and Retain Next-Generation Leaders

In building a sustainable wealth management firm, the need to attract and retain next-generation future leaders becomes more crucial with each passing year. As firm...

5 Strategies to Gamify Your Next-Generation Path to Partnership

Although you might not consciously think about it, our day-to-day lives involve a wide range of ‘gamified’ systems. From airline frequent flier programs and cash-back...

Mid-Year Team Reviews- Reasons, Tips, and Rules for Effective Mid-Year Reviews: The 4-5-9 Approach

Over the years, I’ve observed that the most effective firms seem to always go above and beyond the typical annual review for their team members – providing more formal...

Honoring Memorial Day: A Tribute to Our Heroes

On this Memorial Day, we at ClientWise unite in a shared national pride and gratitude, pausing to honor and remember the brave men and women who have sacrificed to serve...

Barron's Teams Summit (Part 2) – 8 Takeaways from Industry Leaders on Designing Compensation Structures

During a breakout session at the recent Barron's Teams Summit in Las Vegas, I had the opportunity to facilitate a discussion with Jeff Brown, President of Stratos...

Career Pathing & Team Incentives: Part One

I recently facilitated a breakout session at the Barron’s Teams Summit in Las Vegas. The panelists were three heavy hitters: high-performing large firm leaders – Jeff...

6 Key Drivers to Designing Effective Compensation Programs for Future Leaders

As your firm strives to attract and retain top-tier talent in an ever more competitive environment, designing compensation programs tailored to future financial leaders...

7 Powerful Reasons to Formalize Your Advisory Board

As a CEO or an executive leader, at some point, you’ll likely realize it takes a total team to navigate the challenges, opportunities, and complexities of running a...

Cultivating a Culture of Gratitude: One Simple, Cost-Effective Tool with 4 Transformative Benefits

A recent Gallup study states, “workers who feel strongly connected to their team’s culture are 55% less likely to be actively looking for job opportunities and more than...

6 Tips For Integrating OKRs With EOS To Amplify Performance

High-performing advisory teams leverage valuable frameworks such as Objectives and Key Results (OKRs) and the Entrepreneurial Operating System (EOS) to set strategic...