The ClientWise Blog

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

 

7 Tips To Make Your Client Meetings More Memorable

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,

5 Ways to Work Toward Future Goals While Achieving Current Ones

Posted by Ray Sclafani on Jul 23, 2015 1:58:00 PM

5 Ways to Work Toward Future Goals While Achieving Current Ones

While running a financial advisory business can be incredibly rewarding, there are some very challenging aspects. At ClientWise, we dedicate significant time and attention to addressing these challenges with our advisor clients. One of the most significant challenges is working both on and in your business simultaneously. This requires careful planning and the ability to see how your current goals align with your future goals. We’ve witnessed our clients achieve incredible success in this area through the following tactics:

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

Topics: Organizing Priorities, Perseverance, Time Management

What We Know About “The Best” Financial Advisors

Posted by Ray Sclafani on Jul 22, 2015 1:51:00 PM

 

 What We Know About “The Best” Financial Advisorsgraph

Great success doesn’t just appear out of thin air. It’s difficult to achieve and takes patience, time, and focus. While many advisers in varying situations can experience success, there are several traits commonly held by the best of the best. We’ve had the honor to witness many of these traits first-hand, through our work with the top financial professionals in the industry today. Here’s what we’ve observed:

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

Topics: Business and Operations Management, Business Development, Learning

An Argument for Content Marketing for Financial Advisors

Posted by Ray Sclafani on Jul 6, 2015 1:46:00 PM

 

 

The question of whether or not stories sell better than ads is long settled by now. We live in an information driven age in which consumers crave knowledge with purchase. The decision to buy goods or services is driven as much by a desire to gain insight as it is the eventual outcome that results from using that product or service. So what does this mean for you?

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

Topics: Marketing Approach, Business Development

Happy Independence Day from ClientWise

Posted by Ray Sclafani on Jul 2, 2015 4:42:00 PM

 

On July 2, 1776 Richard Henry Lee made a motion for the independence of our country from Great Britain. This inspired John Adams to turn to his wife, Abigail, and say:

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

Topics: History, Holiday

Executing with Strategy

Posted by Ray Sclafani on Jun 26, 2015 2:43:23 PM

We’ve all heard that genius is one percent inspiration and ninety-nine percent perspiration. Clearly, Thomas Edison knew that achieving genius goes well beyond just having an idea. Having the idea can feel like a breakthrough to the solution on it’s own, but it’s the actual execution that really makes the difference.

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

Topics: Coaching, Business and Operations Management, Goals, Time Management

Financial Advisors: Questions to Enhance Your Succession Planning

Posted by Ray Sclafani on Jun 24, 2015 2:55:00 PM

Screen_Shot_2015-06-24_at_2.50.51_PM-2It takes very disciplined thinking to fully consider your succession planning strategy. Often, succession planning is confused with continuity planning. While continuity planning is an important piece of the puzzle if you plan to transition the leadership of your business, it does not consider the future of your business with the same thoroughness as succession planning.
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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: Business and Operations Management, Succession Planning, Outcomes-Based Planning

How Are you Connecting with Your Clients?

Posted by Ray Sclafani on Jun 19, 2015 1:47:11 PM

At ClientWise, we frequently address the importance of practice management. Practice management involves several elements of your business that are covered in our Professional Advisory Model™ (PAM™). The PAM™ includes areas such as organizing priorities, marketing approach, client acquisition strategy, team development and creating a professional advocate network. At its core, all of these elements work together in support of one thing—your ability to connect with your clients.

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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, Communication, Client Engagement, networking,

Part II: Start Planning While You're Still Growing

Posted by Ray Sclafani on Jun 17, 2015 12:11:00 PM

Last week, we posted Part I of this blog, which talked about the best way to tackle succession planning by starting to plan while you’re still growing your business. To make this incredibly overwhelming thought a little more manageable, we broke it down by our ClientWise Professional Advisory Model™. Then, we broke it down further into three different periods of time. Using this multi-layered thinking will help you be more efficient in evaluating your business and preparing you for succession.

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

Topics: Business and Operations Management, Organizing Priorities, Marketing Approach, professional advocate, loyal client advocates