The ClientWise Blog

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

Part I: Start Planning While You’re Still Growing

Posted by Ray Sclafani on Jun 11, 2015 12:23:42 PM

Succession planning is the buzzword of the year. People are discussing it in every office and reading about it in every publication, but so few of us are actually doing it. Statistics show that only one-third of financial advisors have even started thinking about succession planning for their businesses, while those who have are so close to retirement that their efforts might all be for naught.

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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, Client Engagement, Succession Planning, Business planning,

6 Social Media Secrets for Financial Advisors

Posted by Ray Sclafani on Jun 9, 2015 1:53:48 PM

The social media space can be an overwhelming environment, especially in an industry in which it’s just becoming “acceptable” or commonly practiced. Even our marketing team and digital community managers at ClientWise are constantly commenting on how much they do to keep up with the latest and greatest in the world of social media.

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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, Social Media, Business Development, Client Engagement, networking,

Top TED Talks for Financial Advisors & Leaders

Posted by Ray Sclafani on Jun 5, 2015 2:35:35 PM

After our last post on public speaking, we decided to seek out some of our favorite TED Talks. We were curious to see how the elements we advised were applied (or not) for these speakers. We were so inspired by what we saw here that we wanted to give you an opportunity to experience it for yourself. Here are some of the top TED Talks recommended for entrepreneurs and leaders today:

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

Topics: Business Development, Client Engagement, ClientWise, Business planning,

Public Speaking for Financial Advisors

Posted by Ray Sclafani on Jun 3, 2015 2:27:00 PM

Financial advisors are generally viewed as a gregarious bunch. And while this is true for some, it serves as unnecessary pressure for those who don’t feel as comfortable in front of crowds. This is difficult in an industry in which public speaking and being able to think quickly on your feet has so much impact on your success.

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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, Client Engagement, public speaking,