ClientWise LLC’s Post

Your business's long-term success and stability hinge on your ability to identify and develop next-generation partners and owners. By fostering a more structured path to partnership, you’ll ensure that your firm continues to thrive and provide exceptional service to current and future clients. 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/3MwQqm0 #BuildingTheBillionDollarBusiness #Podcast #FinancialAdvisorCoach #NextGen

💥Check out this week’s episode as David Souaid (CRO of Journey Capital) shares insight on how Journey Capital helped support small businesses during the 2008 Financial Crisis. Watch the full episode here: https://lnkd.in/eyWqfqpJ YouTube Short Here: https://lnkd.in/emJ5cY3X Don’t forget to subscribe and share!! #SMEStories #podcast #smallbusiness #journeycapital #canada

Estate planning isn't a one-time task—it's a lifelong journey. Jeffrey Toner ChFC®, Partner, from Private Vista, sheds light on the significance of continuous estate planning, on the newest episode of Dollar$ and $ense. From managing aging parents' affairs to securing your own future, he emphasizes that this isn't just a checklist—it's an ongoing commitment. Tune in: https://bit.ly/483sMa1 #DollarsAndSense #Podcast #EstatePlanning #LifelongJourney #FinancialWellness #SandwichGeneration

This highlights that the goals of accountability partners don't necessarily need to be the same. While they should support each other's efforts, their individual objectives may differ. Despite varying goals, the mutual commitment to accountability and progress remains essential for effective partnership. Listen to this episode to explore how diverse goals can still lead to mutual support and progress. Don't miss out on valuable strategies—tune in now! https://lnkd.in/estTcF9P #Backontrack #Podcast #DiverseGoals #AccountabilityPartners #MutualSupport

Meeting your advisor for the first time can feel like a blind date. There are lots of questions about yourself - but the better you are prepared, the easier the conversation will be. Learn how WE Alliance Wealth Advisors help clients gear up for their initial meeting and gain insights into common fears and stresses that many new clients experience when meeting a financial planner for the first time: https://bit.ly/WMTep02 #WeMoneyTalk #Podcast #ClientRelationship #FinancialAdvisor #FinancialPlanner

Meeting your advisor for the first time can feel like a blind date. There are lots of questions about yourself - but the better you are prepared, the easier the conversation will be. Learn how WE Alliance Wealth Advisors help clients gear up for their initial meeting and gain insights into common fears and stresses that many new clients experience when meeting a financial planner for the first time: https://bit.ly/WMTep02 #WeMoneyTalk #Podcast #ClientRelationship #FinancialAdvisor #FinancialPlanner

Did you know that people who are more organized tend to have more money? Imagine how much more money we would have if we organized our finances better. In this episode of Talk Clutter to Me, Amanda Liford and I talk about organizing your finances. This conversation is chock full of practical steps for anyone looking to be more organized with money! There are also some great FREEBIES in the Show Notes https://lnkd.in/esAtPRpH #podcast #financialsuccess #personalfinance

Here's another clip from the show we shared yesterday. Can you believe it's been 9 years?! This time Sarah Ogden, then Board Director at 3 Monkeys Communications, talks about the importance of authenticity in the content you publish as a company. How would you say things have changed in terms of business and social media use over the last 9 years? Let us know your thoughts in the comments!   Link to the full episode below. #csuitepodcast #podcast #socialmedia #business #podcastproduction

🎙️✨ Explore the nexus of faith and finances with Chris McMahon, CEO of two wealth management firms. 🌟 Gain insights into managing money God's way and becoming a good steward in today's world. 💰✝️ Dive into "Living The Call: Faith & Finances" now! 🎧 Link below. 🔗 https://bit.ly/3HL82bb #LivingTheCALL #Podcast #Testimony #PodcastRecommendations #FaithAndFinances #PodcastHighlights

We have five tickets left for our next How To Charge LIVE workshop. Get yours at: https://lnkd.in/g8QxrySE We’re revisiting a popular topic today. Head trash is the pesky limiting beliefs and negative thoughts that hold us back. We all have them, but their intensity and impact vary. They're often formed by external influences and personal experiences, and they can be as subtle as a belief about money or as intense as a scarcity mentality. Watch Full Episode: https://lnkd.in/giDwPy92 #podcast #becominganelitefinancialadvisor #stenmorgan #eliteadvisornetwork #financialplanner #financialadvisor  #professionaladvice #financeprofessionals #financialplanning