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ClientWise is the premier business and executive coaching firm working exclusively with financial professionals.

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Quest for "The World's Greatest Salesperson"

  
  
  

David Ogilvy is one of the icons of advertising. He is also the quintessential salesperson.

 

 

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

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The Anti-Creativity Checklist

  
  
  

Youngme Moon is a well-regarded, and highly popular, professor of marketing at the Harvard Business School, and has been on the HBS faculty since 1998. She received her Bachelor's Degree from Yale, and her MA and Ph.D. from Stanford.

 

 

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

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Investing: Women = Smart, Men = Dumb

  
  
  

Mark Twain once said, "All you need in this life is ignorance and confidence, then success is sure."

 

 

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

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Have You Been Feeling Off-Kilter Lately? Do You Feel Like Your World is Spinning Faster?

  
  
  

It's not your imagination. The recent Chilean earthquake shifted the Earth's axis by three inches. In fact, this change in the Earth's mass has sped up our planet's rotation. Our days are now shorter by 1.26 millionth of a second as a result.

 

 

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

The Charmed Life

  
  
  

It's good to be Google. Better yet, it's good to be part of charmed Google alumni who lived through Google's seminal growth period.

 

 

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

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