ClientWise is the premier executive and business coaching firm working exclusively with financial professionals.
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ClientWise is the premier business and executive coaching firm working exclusively with financial professionals.
Executive coaching is becoming a more commonly understood practice and topic of conversation in the financial services industry, but this doesn’t make it any easier to explain.
ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.
Financial professionals are blessed with the responsibility and pleasure of forming lifelong relationships with clients to protect what is, for many, the most sensitive personal information they possess. And while at times the industry carries a certain stigma, it’s been my experience that financial advisors are an incredibly thoughtful and caring group of people. I’ve built my career and lead a firm focused on coaching financial advisors to be their very best—for the success of their businesses and, more importantly, for the happiness and security of their clients. Our firm is called ClientWise specifically because the most effective financial advisors I’ve encountered possess the wisdom, care, and curiosity to fully understand the needs of their clients.
[Guest Post] Created by Amrita Mathur, PriceMetrix
Talented financial advisers don't come cheap. The largest Wall Street wealth management firms, which have been bidding up the signing bonuses for high-end advisers for years, can attest to that.
But are these star advisers worth the upfront bonuses they now command in the marketplace?
I work for a practice management software and data services company called PriceMetrix, and many of our clients wanted to know if statistical analyses could be deployed, much as they are in baseball, to help them ensure – rather than simply assume – that they are recruiting the right candidates and allocating resources to those advisors with the greatest potential.
As a leader or manager in financial services you most likely understand the benefits of executive coaching for financial advisors because you realize where fine-tuning their practice management or having an accountability structure would make a huge impact. You also may have had circumstance when a harried advisor calls you in fire-drill mode; and isn’t going to be ready for a “coaching conversation.”
Regardless of our individual struggles and obstacles, we all have so much to be thankful for. I'm Blessed beyond words and I thank all of you for making time to read our blogs and keep up with what's happening at ClientWise. I also wanted to give you a glimpse at how my family spends Thanksgiving, in hopes that it will get you thinking about your own traditions.
On Thanksgiving Day in past years, this blog has noted the contributions of Sarah J. Hale and Abraham Lincoln towards our national holiday. After a 36-year campaign of lobbying five American Presidents to establish Thanksgiving as an annual celebration, Sarah Hale finally succeeded in convincing President Lincoln to do so. On Oct. 3, 1863, Abraham Lincoln issued the declaration that stipulated the last Thursday in November to be Thanksgiving, a national holiday.
As a leader or manager in the financial services industry you manage hundreds of advisors each day. While coaching might be beneficial to them all, you’re not in a position to put a comprehensive coaching program in place.
We have observed that financial advisors who are focused on building their business plans each year tend to begin the planning process early.
Upcoming on November 26th, ClientWise will be presenting a complimentary webinar that is devoted to helping financial advisors find new clients. Hosted by Ray Sclafani, this webinar is entitled, “The 6-Step Client Acquisition Process.”
With the breadth of commentary that is available on the internet to financial advisors and entrepreneurs, Chris Brogan is among the more astute and thought provoking. (@chrisbrogan) is the publisher of Owner Magazine, and and the president and CEO of Human Body Works, a publishing and social media company. He also dispenses frequent insights with respect to the entrepreneurial mindset and human potential.
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