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The ClientWise Blog

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Micro-Segmentation

An opportunity to test and learn new acquisition strategies Lately, whenever I talk to one of our clients, I make it a point to ask them what their year-to-date new...

Zoom Your Way to Loyal Client Advocates

Sit down at a lunch table during any advisor conference, and I can pretty much guarantee you that sooner than later, the topic of conversation will gravitate to client...

Why Aren’t You "Board"?

Late last year, I led a working session of sixteen advisory clients – all but one of them managed in excess of $1B in assets (with at least two firms north of $2B in...

Are Socially Distanced BBQs a Thing?

The very first Labor Day was celebrated in New York City on September 5, 1882. And on June 28, 1894, President Grover Cleveland signed a law making the first Monday in...

Opportunity's Knocking

New clients and new talent have never been more accessible Perhaps all this industry buzz and talk about entering “a new normal” is legitimate, and that the way you...

Rethinking Your Personal Productivity Tech Stack

Moore’s Law states that every two years the number of transistors on a microchip will double while over the same period the cost of computers will halve. Rather than a...

Online Collaboration Tools

Bringing the best out in your team during challenging times. While compliance requirements may limit some financial advisory firms from using certain technologies,...

Think Outside the Platform and Get New Clients

If you’re like many advisors, you probably associate certain social networking sites with specific functions. Facebook is the platform you turn to for attracting new...

I'm on Social Media, Now What?

From time to time, I write about the growing relevance and importance of social media. Unfortunately, for many of you affiliated with broker-dealers, the topic has...

6 Social Media Secrets for Financial Advisors

The social media space can be an overwhelming environment, especially in an industry in which it’s just becoming “acceptable” or commonly practiced. Even our marketing...

Financial Advisors, Could Your Webpage Be Costing You Clients?

You are probably at a point in your career where you're acquiring clients in a variety of ways.  If you have an active professional network, you might be finding centers...

5 Actions Financial Advisors Should Take on Social Media TODAY!

In August we published a blog about going digital in one weekend. Have you done it yet? Well, if not, you’re missing out. Social media expert Amy McIlwain, who...

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...

6 Brilliant Strategies That Will Maximize Your Conference Experience

As a featured participant at The 2014 LPL Financial Focus Conference in San Diego next month, we’ve been working with many of our LPL clients on maximizing their...

What is #NFAW14?

  Prime location, check. Leading financial media outlets, check. Top financial advisors, check. Eager investors, check. Celebrity appearances and life-changing...