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The ClientWise Blog
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Trust
Transfers of Trust
Whether in the context of the work we do with advisory firms looking to merge, or building structures to facilitate the move of clients from a founder to a next...
Why Should You Worry About Generational Wealth?
I’m not sure how or when it happened, but my penchant for bands like the Red Hot Chili Peppers and FooFighters is now met with a somewhat dismissive head shake and a...
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...Financial Advisors! You’re Talking, but What Are Your Clients Hearing?
Professionals in any industry have to make a concerted effort to see things from their clients’ perspective. No matter how well-intentioned your efforts, it’s difficult...7 Mistakes Financial Advisory Teams Will Make in 2015
Bringing together a financial advisory team is a huge endeavor and very often a differentiator between solo advisors with moderate success and those who decide to team...
How to Gain Return on Your Values
In business you can’t rest on your laurels; there are no guarantees. Ethical standards and staying on one’s toes are a basic requirement to sustaining a competitive...The Biggest Oversight Financial Advisors are Making for their Future
We work with a lot of financial advisors who are in a building phase for their businesses. If anything, they are preparing to join existing financial advisory teams, or...The Secret To Engaging Your Financial Advisory Team
We all have work relationships that aren’t ideal. Sometimes we even try really hard to bridge those gaps. Often though, we work side-by-side with less than optimal...
Help Investors Break Up with Unresponsive Financial Advisors
Finances are a very scary part of life for many investors, and with this fear also comes the hesitation to make change. In many cases, investors are always ”on the...
Letting Go to Grow - Team Building for Financial Advisors
Often in life and in business we’re faced with the challenge of letting go of old belief structures in order to create the space necessary to make room for new ones that...Critical Factors for Financial Advisors When Onboarding New Clients
First impressions are incredibly important. The initial moments of a conversation reveal a lot about the person you are talking to; through their voice, their body...
A Key Ingredient in Financial Advisors’ Marketing to Millennials
Trust is a key factor in any sales relationship. Clients don’t buy from people (or entities) that they don't trust. For financial advisors who aspire to market to...
Financial Advisor Prospecting: Revealing a Risk for HNW Investors
According to Christine Gaze, directory of practice management for TD Ameritrade, the typical high-net-worth investor works with 3.21 financial advisors. What may not be...