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

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Handing Over the Keys to Your Business

  
  
  

None of us will retire leaving a legacy quite like Steve Jobs.

 

 

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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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Modern-Day Recession Babies

  
  
  

My mom was a Depression Baby. Depression Babies were born in, and around, the 1930’s…and grew up during a decade of sacrifice and want. Like many depression babies, my mom was frugal, and saved everything. One look in her refrigerator gives a good clue. (She still calls it the “icebox.”) The refrigerator shelves are chock-full of leftovers…of indeterminate provenance.

 

 

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

When “Active Listening” Beats “Action Bias”

  
  
  

Recently, the US women’s soccer team lost the World Cup final to Japan…on penalty kicks.

 

 

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

How to Change Relationships Forever...in 10 Seconds or Less

  
  
  

I recently finished reading a fabulous book…Fierce Conversations: Achieving Success in Work & Life, One Conversation at a Time, by Susan Scott. The central premise of this book can be summarized with this sentence: “Our work, our relationships, and in fact our very lives succeed or fail gradually, then suddenly, one conversation at a time.”

 

 

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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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