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The ClientWise Blog
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Team Development (4)
Stay Connected Recommendations - For You and Your Team 05/07/2020
Looking for ways to keep your team and your clients focused and engaged? Share with them some of the books, TV shows, movies, podcasts, etc. that have helped lift your...
Stay Connected Recommendations - For You and Your Team 04/30/2020
Looking for ways to keep your team and your clients focused and engaged? Share with them some of the books, TV shows, movies, podcasts, etc. that have helped lift your...
What’s My Job Again?
Why clearly defined roles and responsibilities matter Remember when you first started your firm? Not only were you the owner of the business, you and your original team...
Rewarding Performance - Human capital is an asset, not a liability
As a strategic business leader, you recognize that your team – your human capital – is your most important asset. You invest in them in a variety of ways and, in turn,...
Your Most Important Clients? It's Your Team.
If we only had a dollar for every time we’ve heard an advisor say “I’d really prefer not to add new team members because I just don’t like managing people.” Mind you,...
Developing an Emotionally Intelligent Team
The best in the business know that a critical part of their role is mentoring, coaching and developing their team. It's extremely important to gain the skills and...
Advisory Team Leader Non-Negotiables
You didn’t become the founder of a successful financial advisory practice without having a host of extraordinary talents – from strong rainmaking and relationship...
Good Stewardship Begins with Your Team
Whether you call it outcomes-based financial planning, goals-based wealth management, or some other moniker, there’s no getting around the fact that it’s an essential...
Imagination: A Critical Tool for Business Growth
In general, entrepreneurs are successful because they can see a future that nobody else sees, and imagine things that others simply can’t bring themselves to envision....
5 Lessons from the Wisdom of Steve Jobs
As we approach the 5-year anniversary of the death of Steve Jobs, he continues to remain one of the world’s most respected business visionaries and innovators. A...
Want to Attract New Female Clients?
Over the last few years, there have been many articles published about the increasing economic power of women both here in the U.S. and globally. By 2020 (essentially...
4 Ways to Take Team Leadership From Good to Great
There’s an old adage that states, “Great leaders don’t tell you what to do; they show you how it’s done.” It’s a point we try to strongly emphasize anytime we work with...
Hiring for Fit: Why character can matter more than capability
You sit at your desk and review a pile of resumes. For the most part, you can quickly make a determination as to whether or not individual candidates have the requisite...
Designing an Advisory Team that Adds Enterprise Value
In order to achieve your defined measures of financial reward now and upon exit from your practice, you must design and hire a team that is: 1. Capable of all aspects of...