The ClientWise Blog

Catching Keyser Soze - Building a Powerful Reputation Starts with Narrowing Your Focus

Posted by Ray Sclafani on Sep 3, 2015 5:06:00 PM

For those familiar with the film The Usual Suspects, the name Keyser Soze will no doubt be immediately recognizable – and wholly unforgettable. Yet, while the illusive Soze is the driving force of the film, he remains an invisible phantasm throughout. As the character Verbal Kint explains it, “nobody ever saw him or knew anybody that ever worked directly for him, but…anybody could have worked for Soze. You never knew. That was his power.

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

Topics: Client Acquisition, Marketing Approach

Interdependence – The Secret Sauce of Successful Teams

Posted by Ray Sclafani on Sep 1, 2015 5:33:12 PM

Successful wealth management is a team concept and not an independent function. In order for the client’s work to get done, you need a team that willingly engages in the exchange of leadership among themselves. Your team should work together in a manner that evokes meaningful contribution, showcases the strengths of every team member, and advances consistent and effective group decision-making.

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

Topics: Team Development, Trust, team leadership

How Successful Financial Advisors Find New Clients

Posted by Ray Sclafani on Aug 27, 2015 4:12:00 PM

Whether you call it “client acquisition”, “business development”, or “prospecting”, one thing is true. Successful financial advisors are becoming more creative and unique with regard to finding new clients these days.

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

Topics: Client Acquisition, Business Development

Better Understanding Your Financial Advisory Team...

Posted by Ray Sclafani on Aug 25, 2015 5:08:00 PM

 

Many financial advisors come to ClientWise seeking the partnership of a coach as they go through the process of growing their teams. While they may need help with the tangible business aspects of this, many are unknowingly seeking advice of a different type. Ultimately, many advisors find that what they really desire to understand are the more human nuances behind building a team, which might not be addressed in the financial advisor workshops they attend, or the industry content they read.

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

Topics: Team Development, team coaching

How Strong Is Your Team?

Posted by Ray Sclafani on Aug 20, 2015 5:01:07 PM

 

A true team is a group of people who are fully committed to mutually defined and extraordinary success of the group as a unit, and hold themselves mutually accountable for the achievement of that success, as well as the methods by which success is achieved. But what distinguishes the highest-performing teams from the ordinary? A shared ambition that is significant in size, aspirational in scope, and possible to achieve; one that serves both your clients and your organization. In other words, a common intent and purpose.

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

Topics: Team Development, team leadership

7 Simple Ways to be An Exceptional Financial Advisor

Posted by Ray Sclafani on Aug 18, 2015 3:54:00 PM

 

“In a time of universal deceit, telling the truth becomes a revolutionary act.”

- George Orwell

Financial Advisors get a bad rap, and much of it is unjust. While we aren’t in the era of 2008, we’re still recovering from it, and for many it’s been a difficult hill to climb. The great news is that for those of us who get it, it’s actually a blessing in disguise.

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

Topics: Communication, Relationship Management, education

How Do You Rate as a Leader?

Posted by Ray Sclafani on Aug 13, 2015 3:43:00 PM

Years of accumulated research has taught us a simple, irrefutable fact. The most effective team leaders guide and manage from within the team structure rather than directing from above. Not only do they see themselves as team members, they have effectively shifted their mindset from personal success to focus on team success.

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

Topics: Leadership, team leadership

Unlock More Referrals by Changing Your Perspective

Posted by Ray Sclafani on Aug 6, 2015 5:17:00 PM

 

Far too many advisors view strategic networking solely as an opportunity to build a funnel of professional referrals – rarely venturing beyond the occasional golf outing with one or two close attorney or accountant friends and pressing for introductions. They overlook the critical importance of strategic relationships in expanding and strengthening their wealth management offering. These vital professional partnerships, whether formal or informal, can bring a host of expanded capabilities to broaden and solidify your existing relationships – from trust and estate planning to business succession and tax planning.

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

Topics: Communication, networking,, partnership,

Never Too Late to Start a Summer Reading List

Posted by Ray Sclafani on Aug 4, 2015 1:30:00 PM

 

I hate to be the bearer of bad news, but Summer is ending just as quickly as it arrived. It can be difficult to find time for yourself, especially if your cell phone is constantly buzzing next to you. While balancing a lot on your plate, it’s extremely easy to forget how important it is to find the time to sit back and enjoy a powerful read. 

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

7 Tips To Make Your Client Meetings More Memorable

Posted by Ray Sclafani on Jul 30, 2015 5:21:00 PM

 

Depending on the size and scope of your practice, you likely only have one or two face-to-face meetings with each client annually. That fact makes those interactions exceedingly precious opportunities – to uncover new goals, hidden needs and growing concerns, and to reinforce the client’s trust in you and your firm. 

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

Topics: Client Engagement, Relationship Management, partnership,