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ClientWise is the premier business and executive coaching firm working exclusively with financial professionals.
Much has been written about the “graying” of the financial advisory industry:
Much has also been written about the generation that is now entering the workplace, the Millennial Generation. Born between the early 1980’s through 1995 or so, at 80 million strong, Millennials (also known as Gen Y) are the future of the advisory industry, and many other industries as well.
ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.
One of the most genuine and real aspects of the Ellen DeGeneres selfie, is the smiles. Check out this photo. Every one of these stars and celebrities has a glowing and happy-to-be-part-of-this smile…just like any of us might have looked. (One exception. Kevin Spacey seems to be more smugly celebrating his “photobomb.”)
I recently read a NYT op-ed piece about Google’s hiring process called “How to Get a Job at Google.” It got me thinking about how we coach financial advisors to engage with team members and potential team members when building out their teams.
With the short month, bad weather, and general busy-ness of February...you may have missed some of our more popular blog posts.
"I wish that I were more successful…"
"If only I had gotten my CFA…"
"I should have gone independent…"
"I wish that I could spend more time with my family…"
"Where would I be today if I had been a better leader…?"
"If only I had been super-bullish two years ago…"
If you are a financial advisor who spends time thinking about “missed” opportunities, you are in good company. Many of us daydream about what might have been.
Here’s what is really interesting about these regrets:
If you’re a financial advisor, or part of a financial advisory team, and someone could offer you a “magical solution” that could more than double your business…what is it worth to you?
If the sales process for financial advisors is like the dating process, than breakup emails are a disruptive tool that is intended to trigger an emotional reaction (and response) from the object of your affection.
If trees grew to the sky and the markets never declined, it would be relatively easy being a financial advisor…at least from the standpoint of sharing “bad news.”
We see a large number of financial advisors who struggle with whether or not to establish an account minimum for their clients. Yet, a recent study that we undertook reveals a striking result. Financial advisors who diligently adhere to a minimum account size report 122% more assets on average per team member, than those who do not.
Never look down to test the ground before taking your next step; only he who keeps his eye fixed on the far horizon will find the right road…Dag Hammarskjold
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