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The ClientWise Blog

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Technology

4 Tools to Help Boost Team Productivity

As your team and business expand, managing productivity quickly becomes a monumental challenge. You wake up one morning and realize that what you could once manage with...

5 Actions Financial Advisors Should Take on Social Media TODAY!

In August we published a blog about going digital in one weekend. Have you done it yet? Well, if not, you’re missing out. Social media expert Amy McIlwain, who...

Checklist: Go Digital in One Weekend

Thinking about increasing your digital footprint? Your kids are constantly on social media, your wife has created various profiles to promote her business, heck, even...

Digitial Marketing 101: 4 Tips for Ambitious Financial Advisors

For some advisors, especially those in younger generations, their online presence is as powerful a marketing platform as word-of-mouth or referral-based networking is...

Heartbleed Bug: What Financial Advisors Need to Know

As a financial advisor, your online security affects you, your team, and all of your clients. If you haven’t heard about the Heartbleed Bug yet, you will soon. Simply...

Is Blogging for You?—3 Questions to Help You Decide

This is a guest post from Susan Weiner, CFA, and author of the new book Financial Blogging: How to Write Powerful Posts That Attract Clients. Blogging is great for...

Guest Post: 3 Steps to Improving Your Advisor Website’s SEO

SEO or Search Engine Optimization is the process of improving the visibility of a website/web page in a search engine’s results. The earlier and more frequently a site...

5 Collaboration Tools for Successful Financial Advisory Teams

With the arrival of collaboration software, communicating and working together as a team is easier than ever before.  Knowing the software that works to your advantage...

LinkedIn Contacts Enriches Connectivity With Clients and Prospects

Recently, LinkedIn announced a new tool that provides successful financial advisors with even greater connectivity with clients, and potential clients. LinkedIn Contacts...

Financial Advisors: How to Frame Yourself as "Irreplaceable"

As a financial advisor, even a very successful financial advisor, are you irreplaceable? New York Times columnist and author, Paul Sullivan, poses this very question in...

32 iPad Apps for Successful and Busy Financial Advisors

  About one year ago, Ray Sclafani, founder of ClientWise, shared some of his favorite apps for iPads that apply to successful and busy financial advisors. This post has...