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The ClientWise Blog

Posts about:

professional advocate

8 Ways to Better Frame Your Firm

Odds are you’ve created hundreds of pitch books over the course of your advisory career—PowerPoint presentations with your company brand, bulleted facts and figures,...

Why Your Networking is “not-working!”

Whenever I have a conversation with an advisor client about his or her professional advocate network, invariably they begin to discuss the number of client referrals...

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...

What Do You Do When Your Professional Advocates are Wrong?

Unfortunately in business people don’t always see eye-to-eye. What works for some professionals might not work for others. But what about an instance in which you don’t...

Include Your Competitors in Your Professional Advocate & Succession Strategy

Did you ever consider that an untapped asset in your corner could be those people whom you view as your greatest competition? A mistake many advisors make when building...