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What is your legacy as a financial advisor and leader?
ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.
According to Christine Gaze, directory of practice management for TD Ameritrade, the typical high-net-worth investor works with 3.21 financial advisors.
What may not be obvious to these HNW investors is that they are assuming a huge risk in their portfolios that greatly outweighs the presumed benefits of multiple advisors.
Why Do Investors Have Multiple Advisors?
For an industry that prides itself on its planning approach, the financial advisory profession is finding itself in a bit of a pickle of late.
At ClientWise, we have observed an interesting pattern among successful financial advisors. They don’t “rest” during the summer months. For many, the opposite is often true.
When it comes to prospecting and cold-calling, there are few stories more compelling (and inspirational) than Ben Feldman. What is equally irrestible is to speculate on what lessons from Ben Feldman can be carried forward today.
What is your “hidden” potential? Do you believe that you are capable of far more than you have yet achieved during the course of your career and/or whatever calling you have chosen?
It’s funny. In the age of Twitter, multi-tasking, and short-attention-spans, financial advisors who can deliver powerful presentations really do stand out. Whether or not you are presenting to an audience of one, or 100…there are some critical behaviors that can help you dial up your next presentation.
ClientWise joins the nation in honoring the sacrifices of our fallen service members and their families. They fought for us, and should be remembered on this Memorial Day, as well as every day of the year.
Recently I was traveling for business meetings in south Florida, and had an engaging conversation with a very successful advisor. This discussion was enlightening on a broader scale, and the advisor has given his permission to share our thoughts.
Years ago, when financial advisors were known as “stockbrokers” and cold-calling random strangers on the phone was still thought of as the only way to build a business, I knew a branch manager at Paine Webber who taught his rookies a valuable lesson.
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