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The ClientWise Blog
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team leadership
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...
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,...
Creating a Positive Wealth Management Team Culture
We focus so much on acquisition, portfolio management, client issues and day-to-day operations that we rarely have time to sit back and take stock of the state of our...
Interdependence – The Secret Sauce of Successful Teams
Successful wealth management is a team concept and not an independent function. In order for the client’s work to get done, you need a team that willingly engages in the...
How Strong Is Your Team?
A true team is a group of people who are fully committed to mutually defined and extraordinary success of the group as a unit, and hold themselves mutually accountable...
How Do You Rate as a Leader?
Years of accumulated research has taught us a simple, irrefutable fact. The most effective team leaders guide and manage from within the team structure rather than...