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Team Development (6)
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...
6 Questions to Help Envision Your Future Team
It goes without saying that the support of a highly-skilled team is essential to achieving the future firm you’ve always envisioned. It shouldn’t come as any surprise...
4 Behaviors to Better Leverage Your Advocates and Team
Many successful financial advisors out there have found ways to cultivate centers of influence and build momentum with their wealth management team. Here at ClientWise,...
Shared Values and Diversity – More Than Just Buzzwords
The simple truth is that people will both join your team, as well as quit your team, usually for the exact same four reasons: 1. The nature of their personal...
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...
Top 10 Secrets of the Best Financial Advisors in the Business
What is that “secret sauce” that enables Advisor A to take a $10MM AUM solo practice and build it into a $1+ billion multi-advisor business, while Advisor B with the...
Keeping Your Wealth Management Team Fully-Engaged
At the beginning of the year, you and your team were fired up and ready to rock-and-roll, committed to 2016 being your firm’s best year ever. Like straight-A students on...
The Biggest Inhibitor to Your Firm's Growth? It May Be You.
Frequently when I speak at advisor events, I’ll ask attendees what they believe to be the greatest impediment to their firm’s future growth. More often than not, the...