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The ClientWise Blog
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How to Avoid Benchmarking Your Way to Mediocrity
Ours is an industry seemingly obsessed with benchmarking – whether it’s the performance of our investment portfolios or the performance of our businesses; we want to...
The 9 Elements in Every Successful Financial Advisor Business Plan
In our last blog, we focused on the turning of the calendar as an ideal opportunity to revisit your business plan, with an eye towards capturing more meaningful business...
Growing Your Business with Purpose and Intent
Ask a large group of advisors to list their primary business goals, and odds are “growing my business” will be at or near the top of almost every list. But ask the same...
Keys to Running a Successful Internship Program
An internship program offers your team tremendous means of enhancing productivity while ensuring the continuity of exemplary client service. The challenge for many...
4 Tools to Help Boost Team Productivity
As your team and business expand, managing productivity quickly becomes a monumental challenge. You wake up one morning and realize that what you could once manage with...
Setting the Stage for a Strong 2016
While the final quarter of the year tends to be a hectic time, it’s a critically important time for your business. If you want to have a strong first quarter of 2016,...
Improve Your Hiring Process -- Think Strategically!
With every hire, at a minimum you should be thinking about your future company rather than merely filling a current need. Ask yourself where you envision the individual...
Onboarding Starts with the Very First Interview
How do you go about quickly and effectively integrating new hires into the culture of your team? The trick is to not wait until the individual is hired, but rather to...
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...
5 Ways to Work Toward Future Goals While Achieving Current Ones
While running a financial advisory business can be incredibly rewarding, there are some very challenging aspects. At ClientWise, we dedicate significant time and...
Happy Independence Day from ClientWise
On July 2, 1776 Richard Henry Lee made a motion for the independence of our country from Great Britain. This inspired John Adams to turn to his wife, Abigail, and say:
Executing with Strategy
We’ve all heard that genius is one percent inspiration and ninety-nine percent perspiration. Clearly, Thomas Edison knew that achieving genius goes well beyond just...
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...
Public Speaking for Financial Advisors
Financial advisors are generally viewed as a gregarious bunch. And while this is true for some, it serves as unnecessary pressure for those who don’t feel as comfortable...