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Planning
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,...
CommunicationBusiness DevelopmentTeam DevelopmentInnovationPlanningLearningGoalsChangeClientWiseTime Management
How to Refresh Your Wealth Management Team in 2015
The beginning of the year is an exciting time, especially after the close of a successful previous one. All too frequently however, we simply “reconfigure” our strategic...
5 Measurements to Consider in Your 2015 Strategic Business Plan
Most financial advisors are incredibly focused on measuring their assets under management and anything else that impacts their production, but there are several other...7 Strategies to Effective Client Communication in a Volatile Market
I recently had a conversation with an investor who expressed frustration regarding her financial advisor’s lack of urgency in reaching out to her after the recent market...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...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...
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...
CoachingOrganizing PrioritiesBusiness DevelopmentTeam DevelopmentPlanningLearningGoalsChangeClientWise
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...
"Add Water and Stir" Approach to Process Design for Financial Advisors
I coach a group of financial advisors that recently joined forces and became a financial advisory team. One of their challenges is that they are pretty light on...
Financial Advisors: The Top 13 ClientWise Blog Posts for 2013
Below are links to the “Top 13” ClientWise blog posts for 2013, i.e. the most widely-read articles that we’ve published over the past year. They cover a range of topics...
Your Business Plan: Play to Your Strengths, and Follow Your Passion
We have observed that financial advisors who are focused on building their business plans each year tend to begin the planning process early.
Financial Advisors: Re-Commit to Your Goals
In previous posts, (here…here…here…and here) we’ve commented on the 12 weeks between Labor Day and Thanksgiving. By our observation, financial advisors who excel during...
August Is the Time to Dial Up Your Financial Advisor Business Plan
Attention: All financial advisors. We are fast approaching your most important 12 weeks of the year from a business and marketing perspective.Financial Advisors: The 3-R’s of Post-Workshop Success
Have you ever returned from a workshop or conference ablaze with enthusiasm and ideas, and place the workshop materials on the pile of other things that you intend to...