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Checklist: Go Digital in One Weekend
Thinking about increasing your digital footprint? Your kids are constantly on social media, your wife has created various profiles to promote her business, heck, even...Best ‘Back to School’ Tips for Financial Advisors
Whenever I think about “back to school” two things happen. First, I remember how excited I used to get to buy all my new school supplies for the year, and then I...
Do Your Oil Changes Regularly
One of t he most important drivers of growth and performance of your staff is providing them with timely and constructive feedback. And yet it is one of the hardest...“Go Long” on Oxygen Tanks: A Breakdown on Succession Planning
All of our financial advisor clients take a planning approach with their clients, so it seemed logical to me that they would do the same for their own business. But what...To Plan for Succession or To Determine Enterprise Value?
As advisors you are tasked with the job of measuring value: The value of assets, the value of a trade, the value you bring to your relationships with your clients. But...
Financial Advisors! Fire Up the Grill (and Start Cooking with Gas)
It's almost July 4th! You know what that means. Hot dogs and burgers on the grill, cold beers in the cooler and – it’s time to do your ClientWise 90-Day Professional...
Digitial Marketing 101: 4 Tips for Ambitious Financial Advisors
For some advisors, especially those in younger generations, their online presence is as powerful a marketing platform as word-of-mouth or referral-based networking is...The Role of Financial Advisors in America's Freedom
On June 14, 1777 the American flag was adopted as the symbol of our country’s freedom and independence. The 13 red and white stripes symbolize the 13 original colonies,...Think Like A CEO, Not a Top Producing Financial Advisor
As a financial advisor leading a team, or even a small staff, your responsibilities are often more like those of a CEO leading a company rather than those of a high...Consider This Before Teaming up with Another Financial Advisor
At ClientWise we work with a lot of financial advisors who are either considering partnering, or in the process of partnering, with another advisor. The temptation is...Top 5 Areas of Focus for Financial Advisory Teams
At ClientWise, we’re frequently approached by clients looking for that one “fix” that’s most crucial to their success. While as a rule we don’t believe in a “secret...
Letting Go to Grow - Team Building for Financial Advisors
Often in life and in business we’re faced with the challenge of letting go of old belief structures in order to create the space necessary to make room for new ones that...
Credentials...Are You a Journey Learner or Hungry for Alphabet Soup?
Financial advisors often approach our coaches inquiring about whether or not they should sit for a particular credentialing exam. We hold credentialing in very high...