ClientWise LLC

Building an enduring firm is an incredibly noble endeavor. Making a positive difference in a client's life can dramatically impact many future generations of their family. However, adhering to the fiduciary standard also mandates durable continuity and a well-planned succession. At ClientWise, we’ve identified eight essential qualities of a successful future-producing partner. Each quality is crucial, and none should be discounted or overlooked. Listen to the episode here https://apple.co/3z4L7qH #BuildingTheBillionDollarBusiness #Podcast #FinancialAdvisorCoach #NextGen

Happy Labor Day from ClientWise! Today, we celebrate the hard work, dedication, and resilience of every professional. As we take a moment to rest and recharge, let's honor the spirit of perseverance that drives us all forward. Wishing you a day filled with relaxation, gratitude, and reflection on all you've achieved. #LaborDay #FinancialAdvisorCoach #ClientWise #BusinessGrowth

Why a Capability Deck vs a Pitch Book? In this blog article learn: 1️⃣ The different ways you can use a capability deck and its purposes 2️⃣ 8 Essential Components of a Capability Deck 3️⃣ How to build a capability deck 4️⃣ AI-generated presentation resources What capability deck do you use today, and how could you build a better process to enhance and update yours throughout the year? Find this article here ➡️ https://hubs.la/Q02N93Qw0 #TheClientWiseBlog #FinancialAdvisorCoach #Marketing #CapabilityDeck

Do you know what is driving your firm's enterprise value? Whether you are looking to merge your practice, admit a new equity owner or just want to know what your enterprise value is, our certified valuation experts can accurately assess the value of your business while identifying strategic opportunities to increase your future valuations. We provide insightful, customized valuations that empower firms to make informed decisions to build enduring firms. Because we do not set the deal price or execute the transaction, we let the data speak for itself when determining a firm's value. In order to do so, we use a variety of valuation approaches included Discounted Cash Flow, Income-Based Approach, and Market Approach. Click to book a Valuations Discovery Call please click the link https://hubs.la/Q02MZch30 #Valuations #BusinessValuations #FinancialAdvisorCoach

🎙️NEW EPISODE 🎙️ The Pygmalion effect is a simple technique that can transform and strengthen your advisory business in several ways: 1️⃣ Enhances performance by motivating team members and advisors to exceed basic expectations, which leads to better client outcomes, stronger asset flows, and a culture of growth. 2️⃣ Increases client satisfaction when advisors go above and beyond in delivering top-notch service that fosters greater trust and loyalty. 3️⃣ Drives professional development by encouraging continuous learning and professional growth, keeping your team members and advisors at the forefront of industry trends and best practices 4️⃣ Attracts and retains talent by setting high standards that signal a commitment to excellence and attract like-minded professionals to your firm 5️⃣ Fosters innovation and adaptability by requiring your team to engage in more ‘out-of-the-box’ thinking to solve complex client challenges. Listen here: https://hubs.la/Q02MJmYC0 #BuildingTheBillionDollarBusiness #Podcast #ClientWise #FinancialAdvisorCoach #PygmalionEffect #WealthManagement

July 2024 broke records with 23 RIA transactions worth $104.5B in assets! The rise of mega deals, driven by private equity, is reshaping the landscape. Firms focusing on tech integration and niche markets are gaining the edge. Is your firm ready to thrive amid these changes? https://hubs.ly/Q02MlZbb0 #FinancialAdvisorCoach #WealthManagement #M&A #TheClientWiseBlog

We are hosting our August Unlocked webinar live in the ClientWise eXchange™ Community tomorrow with Darcy Ripple, MBA! We invite you to join our community of high performing financial advisors and their team members, so you may access monthly webinars like this and much more. Click here for a complimentary membership ➡ https://lnkd.in/g4JCsa3C Hope to see you there! #Webinar #FinancialAdvisorCoach #Community #Marketing #ClientWiseeXchange

If your aim is to build an enduring wealth advising business, now’s the time to start planning your five-year strategic journey! After coaching thousands of advisors, Ray Sclafani discusses eight of the many benefits derived from a thoughtful and up-to-date five-year strategic plan. https://hubs.la/Q02LTfHX0 #BuildingTheBillionDollarBusiness #Podcast #ClientWise #FinancialAdvisorCoach #StrategicPlan #WealthManagement

ClientWise is excited to attend the Barron's Advisor 100 Summit next month! Hope to see you there! #BA100

It's time to sharpen your marketing game! According to the latest Kitces Report, client acquisition costs have skyrocketed 75% since 2021. High-growth firms invest more in marketing and focus on building client advocates, content creation, SEO, and educational events. How can you evaluate and optimize your current marketing expenditures in terms of hard and soft dollars to ensure they contribute to the most efficient and effective client acquisition strategies? https://hubs.la/Q02LztSd0 #FinancialAdvisorCoach #MarketingStrategy #ClientAcquisition #TheClientWiseBlog