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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...
Is Your Strategic Mindset Out of Shape?
If you’re like many successful advisors who come to our offices, you probably have an innate ability to run your firm. In all likelihood you spent a considerable amount...Heartbleed Bug: What Financial Advisors Need to Know
As a financial advisor, your online security affects you, your team, and all of your clients. If you haven’t heard about the Heartbleed Bug yet, you will soon. Simply...
I'm not the Shell Answer Man
Post written by Mitch York - A ClientWise Professional Certified Coach (ICF) An age-old conundrum in coaching is that some clients believe the coach will give them The...
Financial Planning: The Future of Your Wealth
Guest blogger and economist Matthew T. Shafer helps ClientWise and the financial professionals and investors in our network understand the future of their wealth in an...
How Millennials Can Save the Financial Services Industry
Much has been written about the “graying” of the financial services industry: The median age of the 300,000+ financial advisors in the USA is about 50. 21% of advisors...
Shoulda-Woulda-Coulda: Turn Your Regrets into Big Opportunities
"I wish that I were more successful…" "If only I had gotten my CFA…" "I should have gone independent…" "I wish that I could spend more time with my family…" "Where would...
Honoring Rev. Dr Martin Luther King Jr.
Today is the day that we honor the memory of Rev. Dr Martin Luther King Jr. Across the nation, church services, tributes and other events will be held to memorialize the...
Geo. Washington, Thanksgiving, and Enjoying Our "Temporal Prosperity"
On Thanksgiving Day in past years, this blog has noted the contributions of Sarah J. Hale and Abraham Lincoln towards our national holiday. After a 36-year campaign of...
Thank You Veterans!
ClientWise would like to pause for a moment, and thank the millions of veterans who have served our country.