--- title: Realizing Revenues | David Lincoln and WISE description: In this episode of Realizing Revenues David Lincoln, founder of WISE, chats with us about how his team conquers client retention, how the industry as a whole is working to improve and how firms can the revenue they are realizing in their relationships. image: https://blog.wealthaccess.com/hubfs/Imported_Blog_Media/Ep-6_Full-Episode-Thumbnail.png --- [Skip to content](https://blog.wealthaccess.com/realizing-revenues-david-lincoln-and-wise#main-content) [![](https://blog.wealthaccess.com/hs-fs/hubfs/wealthaccess-strapline-logo-landscape-darkgreen150ppi.png?width=2052&height=285&name=wealthaccess-strapline-logo-landscape-darkgreen150ppi.png)](https://wealthaccess.com) - Solutions Show submenu for Solutions - Who We Serve Show submenu for Who We Serve - [Wealth Leaders](https://www.wealthaccess.com/solutions/wealth-leaders/) - [Technology Leaders](https://www.wealthaccess.com/solutions/technology-leaders/) - How We Help Show submenu for How We Help - [Data Unification](https://www.wealthaccess.com/solutions/data-unification/) - [Modern Client Experience](https://www.wealthaccess.com/solutions/client-experience/) - [Connected Intelligence](https://www.wealthaccess.com/solutions/connected-intelligence/) - Platform Show submenu for Platform - [Features](https://www.wealthaccess.com/platform-features/) - [Integrations & Deployment](https://www.wealthaccess.com/integrations-deployment/) - Results Show submenu for Results - [Case Studies](https://www.wealthaccess.com/case-studies/) - [Client Testimonials](https://www.wealthaccess.com/client-testimonials/) - Resources Show submenu for Resources - [The Connected View Blog](https://www.wealthaccess.com/blog/) - Company Show submenu for Company - About Us - News - Contact Us Open main navigation Close main navigation - Solutions Show submenu for Solutions - Who We Serve Show submenu for Who We Serve - [Wealth Leaders](https://www.wealthaccess.com/solutions/wealth-leaders/) - [Technology Leaders](https://www.wealthaccess.com/solutions/technology-leaders/) - How We Help Show submenu for How We Help - [Data Unification](https://www.wealthaccess.com/solutions/data-unification/) - [Modern Client Experience](https://www.wealthaccess.com/solutions/client-experience/) - [Connected Intelligence](https://www.wealthaccess.com/solutions/connected-intelligence/) - Platform Show submenu for Platform - [Features](https://www.wealthaccess.com/platform-features/) - [Integrations & Deployment](https://www.wealthaccess.com/integrations-deployment/) - Results Show submenu for Results - [Case Studies](https://www.wealthaccess.com/case-studies/) - [Client Testimonials](https://www.wealthaccess.com/client-testimonials/) - Resources Show submenu for Resources - [The Connected View Blog](https://www.wealthaccess.com/blog/) - Company Show submenu for Company - About Us - News - Contact Us - [Request Demo](https://www.wealthaccess.com/request-demo/) [Request Demo](https://www.wealthaccess.com/request-demo/) 11/7/22, 9:32 AM # Realizing Revenues David Lincoln and WISE [David Benskin](https://blog.wealthaccess.com/author/david-benskin) Share: [linkedin-in icon](http://www.linkedin.com/shareArticle?mini=true&url=https://blog.wealthaccess.com/realizing-revenues-david-lincoln-and-wise) [Twitter icon](https://twitter.com/intent/tweet?url=https://blog.wealthaccess.com/realizing-revenues-david-lincoln-and-wise) [envelope icon](mailto:?body=https://blog.wealthaccess.com/realizing-revenues-david-lincoln-and-wise) In this episode David Lincoln, founder of WISE, chats with us about how his team conquers client retention, how the industry as a whole is working to improve and how firms can increase the revenue they are realizing in their relationships. Check it out to hear what David and his team are working on and what is coming next for WISE. [Watch Full Episode](https://youtu.be/la0q9a4AWaI)   Watch more [episodes of Realizing Revenues](https://youtube.com/playlist?list=PLusHDRHwCnLP0xT8Nr9Jh_zTbo38Y_8Hu). Learn more about [WISE](https://www.wiseinsights.com). [Practice Management](https://blog.wealthaccess.com/tag/practice-management) ## Related posts [![](https://blog.wealthaccess.com/hs-fs/hubfs/Imported_Blog_Media/Ep-7_Full-Episode-Thumbnail.png?height=200&name=Ep-7_Full-Episode-Thumbnail.png)](https://blog.wealthaccess.com/realizing-revenues-mary-morgan-and-financial-shop-solutions) [Practice Management](https://blog.wealthaccess.com/tag/practice-management) ## [Realizing Revenues Mary Morgan and Financial Shop Solutions](https://blog.wealthaccess.com/realizing-revenues-mary-morgan-and-financial-shop-solutions) [David Benskin](https://blog.wealthaccess.com/author/david-benskin) 1/9/23, 3:42 AM In this episode of Realizing Revenues, Mary Morgan, President at Financial Shop Solutions chats... [Read more](https://blog.wealthaccess.com/realizing-revenues-mary-morgan-and-financial-shop-solutions) [![](https://blog.wealthaccess.com/hs-fs/hubfs/Imported_Blog_Media/Wealth-Access-Video-Elements.jpg?height=200&name=Wealth-Access-Video-Elements.jpg)](https://blog.wealthaccess.com/realizing-revenues-year-end-recap) [Practice Management](https://blog.wealthaccess.com/tag/practice-management) ## [Realizing Revenues Year End Recap](https://blog.wealthaccess.com/realizing-revenues-year-end-recap) [David Benskin](https://blog.wealthaccess.com/author/david-benskin) 12/5/22, 4:00 AM 2022 is wrapping up and we wanted to bring you clips from all of our Realizing Revenues interviews... [Read more](https://blog.wealthaccess.com/realizing-revenues-year-end-recap) [![](https://blog.wealthaccess.com/hs-fs/hubfs/WA%20Blog%20(1)-1.png?height=200&name=WA%20Blog%20(1)-1.png)](https://blog.wealthaccess.com/capturing-high-net-worth-clients-within-your-own-four-walls) [Client Experience](https://blog.wealthaccess.com/tag/client-experience), [Data Unification](https://blog.wealthaccess.com/tag/data-unification) ## [Capturing High-Net-Worth Clients Within Your Own Four Walls](https://blog.wealthaccess.com/capturing-high-net-worth-clients-within-your-own-four-walls) [David Benskin](https://blog.wealthaccess.com/author/david-benskin) 5/23/24, 8:00 AM High-net-worth (HNW) individuals are a coveted clientele for financial institutions (FIs),... 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