The Digital Advocate: Your LinkedIn Centers of Influence
Advisors shouldn't just dabble in social media. Embrace LinkedIn in particular to reach COIs and professional advocates.
Ten Top Ways to Engage Clients Now, Part II
Last month, we discussed how the best advisors are engaging their clients now--a necessity, as many high-net-worth people are re-evaluating their relationship to money,...
The High-Performance Coach: Ten Ways to Engage Clients Now, Part 1
Recently, an advisor client of ours (an independent advisor with over $2 million in annual revenues) received the advisor equivalent of a "Dear John" letter....
The High-Performance Coach: Preparation: The First Step in
Having just returned from a weekend of hiking Mount Washington in New Hampshire with my wife and two boys, both of whom are Boy Scouts...
The High-Performance Coach: The Five Myths of Professional Networks
As an advisor, have you ever had a business relationship with a CPA or an attorney that is the professional equivalent of unrequited love? Do...
Case Study: Vernon Cale and His Network
"You gotta work with Vernon!" Recently, Vernon Cale began a new million-dollar relationship with a client who was introduced to him by a home remodeler...
What's an Advocate?
At ClientWise, our research shows us that advisors gain leverage by using professional advocates to get client introductions. But what is a "professional advocate?" We...
Ask These Questions
To help its coaching clients build a "professional advocate" network, ClientWise has formulated questions to ask prospective members of your network. Here's a sampling: o How...
The High-Performance Coach: The Five Types of Leadership for Advisors
During periods of great change, leadership emerges. Arguably, through the past 22 months, the financial services industry has seen more change than in any previous...
Leadership Case Study: Jeremy Paul and Bud Sturmak
Five years ago, a few of Jeremy Paul's more forward-thinking clients came to him expressing a desire for more socially responsible investment (SRI) choices within...