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Happy 4th of July

Posted by ClientWise on Jul 4, 2018 10:13:38 AM

Four Fun Historical Facts for Financial Advisors on the 4th of July

Happy Belated Birthday! In actuality, the real Independence Day, is on July 2nd. This is the day that Congress voted for independence. However, the written document wasn’t completed until July 4th. When the document was sent to the printer (John Dunlap) on July 4th, Dunlap printed that date in the announcement to the nation…and July 2nd became forgotten. Blame it on the printer!

 

Boom! Congress first authorized the use of fireworks on July of 1777. Today, according to the American Pyrotechnics Association, more than 14,000 fireworks displays light up the skies. For fireworks professionals, the 4th is kinda like Christmas for retailers, where they happen to do more than 90 percent of their revenues for the entire year.

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

Continue Your Education with Coaching Skills

Posted by ClientWise on Aug 1, 2017 11:18:54 AM

Most successful financial professionals possess the technical skills and qualifications necessary to help their clients and colleagues maneuver in a fast-changing market and professional environment. However, in a business that is built upon relationships -- knowledge of communication skills is just as important, if not more so, than technical skills. Acquiring coaching skills enables advisors to listen at a higher level to their clients, prospects and colleagues, to ask incisive and challenging questions that will bring important issues to the surface, and empower others to become complete partners in creating their own success. 

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

Topics: Coaching

Quantifying the Value of Elite Wealth Management Teams

Posted by ClientWise on Feb 25, 2016 12:00:00 PM

Here at ClientWise, we often talk about the vital importance of “teaming.” We believe teaming is the future of the financial advisory business – allowing you to better serve your clients, enhance the value of your enterprise, and provide an exit strategy for when you leave the business. Yet, while much of our guidance on the subject is highly practical and tactical in nature, it can be exceedingly difficult to meaningfully quantify the impact of those efforts.

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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

Take the Quiz: How Good Are Your Communications Skills?

Posted by ClientWise on Jan 28, 2016 12:00:00 PM

Communication skills are the most important skills that you need to be successful in any industry. For financial advisors specifically, being able to effectively communicate with clients or potential clients can make or break the relationships. When advisors take the time to focus on improving their communication skills, they witness better connections with clients and find it easier to differentiate themselves. 

So, advisor or not, we'd like to challenge you with this:

Just how good are your communication skills?

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

Topics: Communication, Team Development, Client Engagement