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ClientWise Honors Our Veterans
ClientWise would like to pause for a moment, and thank the millions of veterans who have served our country.
How Successful Financial Advisors Re-Gain Their Focus
Regardless of your political persuasion, it is likely that the election was a huge distraction for you and your clients. The good news is that now that the election is...
7 Vital Decisions for Forward-Looking Financial Advisors
Dramatic change lies ahead for financial advisors. A possible inflection point in the industry? Only time will tell.
The 3 Critical Goal-Setting Behaviors of Elite Financial Advisors
ClientWise research shows that goal setting is a key value-driver with respect to top-performing financial advisors and their financial advisory practices. We have...
What the Best Financial Advisors Do in September
As a firm that specializes in coaching top-performing financial advisors and financial advisory firms, we’ve observed the habits and patterns of thousands of financial...
The Key Ingredient to Your Business Plan: Your Strategic Vision
In the past 15 years – since shortly after it’s IPO – Amazon stock has returned 36.08 percent on an average annual return basis. That’s impressive and due at least in...
Financial Advisors: Are You Stuck on the Tracks?
“Even if you are on the right track, you’ll get run over if you just sit there”…Will Rogers Procrastination is not a new problem. In the mid-1800’s, French author Victor...
Financial Advisors: Ask a Question. Change a Life.
Powerful questioning – the ability to ask questions that reveal information necessary to provide maximum benefit for the client in the coaching relationship – is one of...
Field of Broken Dreams: What Mariano Teaches Financial Advisors
Mariano Rivera is the all-time best closing pitcher in baseball. He has a record 608 career regular-season saves. His 2.21 earned run average is the lowest ERA of any...
Mark Twain Teaches Financial Advisors How to Build a Sales Plan
“I called to give you an opportunity to see General Grant’s book, of which so much has been said in the papers.”
What Financial Advisors Can Learn from the Instagram Founders
No doubt you’ve heard the Instagram fairy tale. Internet start-up. Not even two years old. Two co-founders in their twenties, Kevin Systrom and Mike Krieger. 12...
4 Self-Tracking Tools that Help Financial Advisor Productivity
Ever have one of those days that whizzes by, and you wonder where the time went?