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The ClientWise Blog

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Team Development

The Power of Co-Creating Goals: 4 Strategies to Help Move Beyond the Numbers

As an advisor, much of your day revolves around numbers—setting financial goals, managing portfolios, and ensuring the financial well-being of your clients. Although...

10 Must Listen Advisor-Led Podcasts for Wealth Wisdom

In today's fast-paced world, staying up-to-date with the latest financial trends, insights, and strategies is crucial—especially as you strive to offer your clients the...

4 Steps to Delegate More Effectively

Every successful leader knows that delegation is essential to achieving maximum capacity. The key question, however, is whether or not you’re approaching delegation...

5 Tips for More Impactful 1:1 Meetings

When developing professional relationships, there's simply nothing quite as valuable or productive as a well-structured, one-on-one meeting. We’re all incredibly busy...

7 Essential Metrics for Your CEO Scorecard

7 Essential Metrics for Your CEO Scorecard Recently, I was coaching a group of larger ($1+ billion in AUM) advisory firm CEOs. Our objective was to develop a CEO...

Industry Disruptors—Challenging the Status Quo

As the leader of a dynamic, growing wealth advisory business, several times each year, you and your leadership team should engage with your strategic planning...

10 Tips to Fast-Track Team Goal Setting in 2024

As we embark on the journey of a new year, fully present, with clear heads and open minds, this is the perfect time to commit to a ‘growth restart.’ From carefully...

7 Tips for Creating a More Interdependent Team

At ClientWise, we often stress the critical importance of developing an interdependent team rather than an autonomous work group. But how do you objectively determine...

5 Ways to Create and Cultivate a Growth Mindset Culture

Carol Dweck, Ph.D. and author of Mindset: The New Psychology of Success, defines a growth mindset as believing “the hand you’re dealt is just the starting point for...

5 Key Benefits of a Structured Team Recognition Program

“Don’t ask how we can motivate people. That’s the wrong question. Ask how we can provide the conditions within which people can motivate themselves.” — Edward Deci,...

7 Central Concepts to Shape Your Hiring

This week at the Barron’s Advisor Independent Summit, a group of self-made leaders gathered for an invitation-only event to learn and grow, sharing ideas and insights....

Top 10 Team Icebreakers

Recently, I attended a leadership meeting for one of our clients. As everyone was gathering in the virtual zoom room for the virtual meeting, it was clear there were...

"What's in Their Wallet?" Part 1: Why Your Compensation Stack Matters

In Part 1 of a two-part series, we will explore what factors to consider when putting together the compensation stack for your team members. Like a tech stack, your...

The Unintended Consequences of Growth: Why Elite Advisors are Always Recruiting

Why elite advisors are always recruiting Pick up any trade journal these days and you’re bound to see at least a couple of articles about the current ‘Great Resignation’...