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The ClientWise Blog

Posts about:

Succession Planning

8 Essential Qualities of Successful NextGen Leaders

At ClientWise, we talk at great length about the critical importance of cultivating the NextGen owners and partners who will guide your firm into the future. It’s not...

New Success in Succession™ Program Addresses Glaring Gap

We’ve all seen the sobering statistics. The average age of financial advisors in 2019 is about 55, with roughly one in five age 65 or older. And yet: Nearly three...

Is Your Next-Gen Talent Here to Stay?

With nearly half of the advisor population (43% according to Cerulli) over the age of 55, it raises two critical questions. Who’s going to take care of all your clients...

When’s The Right Time to Sell Your Business?

A mere 3% of today’s advisors have a written continuity plan to protect their business (and more importantly their clients’ best interests) in the event of their death...

Is Your Kid the Right Succession Plan for Your Business?

Perhaps no generation is as misunderstood as millennials – the people who represent the future of our financial services business. We tend to haphazardly paint their...

The Clock is Ticking: Succession Planning for Advisors

Let’s start with a few irrefutable facts. Today, the average age of financial advisors in this country stands at 50.9 years old. According to Cerulli Associates, over...

Durability, Profitability and Sustainability: What's the Difference?

These are perhaps the three most important benchmarks by which wealth management practice success is truly measured. Yet, many advisors struggle with drawing clear...

Succeeding at Succession for Financial Advisors

As a conscientious advisor, you take your fiduciary duty to your clients quite seriously. Your entire raison d'être is to serve as their voice of fiscal reason, advising...

Financial Advisors: Questions to Enhance Your Succession Planning

It takes very disciplined thinking to fully consider your succession planning strategy. Often, succession planning is confused with continuity planning. While continuity...

Part I: Start Planning While You’re Still Growing

Succession planning is the buzzword of the year. People are discussing it in every office and reading about it in every publication, but so few of us are actually doing...

Part I: Business Plan Elements Every Financial Advisor Must Cover

Sometimes a task that feels like back-tracking can actually give you the momentum to move forward. Our discussions surrounding succession planning have led many of you...

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...

5 Takeaways for Succession Planning from Built To Sell

In his best-selling book, Built to Sell, John Warrillow writes what appears at first glance to be a guidebook for creating a solid sales platform. In actuality, the tips...

10 Questions to Ask Before You Partner with Another Financial Advisor

Teaming is becoming an increasingly popular way to provide improved wealth management services to increasingly sophisticated investors seeking more comprehensive and...