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The ClientWise Blog

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Team Development

9 Keys to Successfully Attract and Retain Next-Generation Leaders

In building a sustainable wealth management firm, the need to attract and retain next-generation future leaders becomes more crucial with each passing year. As firm...

5 Strategies to Gamify Your Next-Generation Path to Partnership

Although you might not consciously think about it, our day-to-day lives involve a wide range of ‘gamified’ systems. From airline frequent flier programs and cash-back...

Mid-Year Team Reviews- Reasons, Tips, and Rules for Effective Mid-Year Reviews: The 4-5-9 Approach

Over the years, I’ve observed that the most effective firms seem to always go above and beyond the typical annual review for their team members – providing more formal...

Barron's Teams Summit (Part 2) – 8 Takeaways from Industry Leaders on Designing Compensation Structures

During a breakout session at the recent Barron's Teams Summit in Las Vegas, I had the opportunity to facilitate a discussion with Jeff Brown, President of Stratos...

Career Pathing & Team Incentives: Part One

I recently facilitated a breakout session at the Barron’s Teams Summit in Las Vegas. The panelists were three heavy hitters: high-performing large firm leaders – Jeff...

Cultivating a Culture of Gratitude: One Simple, Cost-Effective Tool with 4 Transformative Benefits

A recent Gallup study states, “workers who feel strongly connected to their team’s culture are 55% less likely to be actively looking for job opportunities and more than...

Talent Acquisition and the Current Advisor Recruiting and Breakaway Broker Trends

For the most successful advisor firms emphasizing organic growth, competing for top talent to strengthen their ranks and enhance client service capabilities has become...

The Power of Co-Creating Goals: 4 Strategies to Help Move Beyond the Numbers

As an advisor, much of your day revolves around numbers—setting financial goals, managing portfolios, and ensuring the financial well-being of your clients. Although...

10 Must Listen Advisor-Led Podcasts for Wealth Wisdom

In today's fast-paced world, staying up-to-date with the latest financial trends, insights, and strategies is crucial—especially as you strive to offer your clients the...

4 Steps to Delegate More Effectively

Every successful leader knows that delegation is essential to achieving maximum capacity. The key question, however, is whether or not you’re approaching delegation...

5 Tips for More Impactful 1:1 Meetings

When developing professional relationships, there's simply nothing quite as valuable or productive as a well-structured, one-on-one meeting. We’re all incredibly busy...

7 Essential Metrics for Your CEO Scorecard

7 Essential Metrics for Your CEO Scorecard Recently, I was coaching a group of larger ($1+ billion in AUM) advisory firm CEOs. Our objective was to develop a CEO...

Industry Disruptors—Challenging the Status Quo

As the leader of a dynamic, growing wealth advisory business, several times each year, you and your leadership team should engage with your strategic planning...

10 Tips to Fast-Track Team Goal Setting in 2024

As we embark on the journey of a new year, fully present, with clear heads and open minds, this is the perfect time to commit to a ‘growth restart.’ From carefully...

7 Tips for Creating a More Interdependent Team

At ClientWise, we often stress the critical importance of developing an interdependent team rather than an autonomous work group. But how do you objectively determine...