The ClientWise Blog

Communicating with Your Loyal Client Advocates

Posted by Ray Sclafani on Mar 21, 2015 11:02:00 AM

We have been discussing the importance of financial advisors connecting with Professional Advocates and Loyal Client Advocates collectively over the past few weeks. It’s important to recognize the subtle differences that exist in each process, however, and to take the appropriate measures to ensure you are working with these differences in mind when looking to your centers of influence for referrals.

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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

Financial Advisors: Has Your Pipeline Left the Building?

Posted by Mitch York on Feb 4, 2015 12:15:32 PM

When three clients talk to me about the same issue in a week, it’s time for a blog post. The issue is pipeline management. 

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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, Business Development

4 Techniques to Improve Your Advisory Team and Acquire Clients

Posted by Ray Sclafani on Jan 29, 2015 8:30:00 AM

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One of the greatest gifts at your disposal as a financial advisor is your ability to communicate openly, both with your clients and your team members. As our focus is on teams this month, I will first look at the benefits of using direct communication with your team members, and then  also show how these skills are beneficial in your conversations with 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, Business Development, Team Development

How To Host A Client Appreciation Event with Purpose

Posted by Alix Purcell on Dec 4, 2014 10:51:54 AM

It’s that time of year again. Our calendars are quickly filling with holiday parties, both personal and professional, and we’re vying for calendar space to get the best attendance at our own client appreciation events. So how do you get people to come, how do you get them to stay, and—most importantly—how do you achieve the REAL objective of making your clients aware of just how much you appreciate them?

Well, the most obvious is to show your clients that your objective is different from all the other events that crowd their calendar. So rather than generating the reaction “Oh, another cocktail party where I’ll be faced with sales pitches disguised as awkward conversation and over-eating,” go for something else.

Think about the real purpose behind your client appreciation event by considering the following in your planning:

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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

5 Critical Marketing Questions Financial Advisors Must Ask Themselves

Posted by Alix Purcell on Oct 14, 2014 10:30:00 AM

As of 2013, the number of registered financial advisor representatives with a FINRA-member firm was roughly 700,000. With this number steadily increasing year after year, your marketing strategies must do the same. Research proves that 86% of advisors do not have distinct and/or consistent marketing and client acquisition strategies.  As a financial advisor, progression is key when it comes to marketing, but relying on the same tactics and strategies you've used for previous years will not give you an advantage, nor will it keep you differentiated among your competition.

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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, Client Engagement

Help Investors Break Up with Unresponsive Financial Advisors

Posted by Alix Purcell on Oct 3, 2014 10:00:00 AM

Finances are a very scary part of life for many investors, and with this fear also comes the hesitation to make change. In many cases, investors are always ”on the brink” of switching financial advisors. Perhaps they’ve had multiple conversations with other financial professionals, but have yet garnered up the courage to actually move on.

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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, Trust

9 Creative Ways for Financial Advisors to Acquire Clients

Posted by Alix Purcell on Sep 20, 2014 10:00:00 AM

If the thought of your client acquisition tactics have become tiring or boring, they’re probably also not working very effectively either. The tips below will liven up the process, get you thinking differently about your approach, and likely land you a few 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, Marketing Approach, Innovation

Financial Advisors, Could Your Webpage Be Costing You Clients?

Posted by Alix Purcell on Sep 16, 2014 12:58:00 PM

You are probably at a point in your career where you're acquiring clients in a variety of ways.  If you have an active professional network, you might be finding centers of influence in lawyers and CPAs who refer you clients. If you have developed strong relationships with your current clients, you are probably also receiving referrals from them on a somewhat regular basis. Perhaps when you receive these referrals you’re introduced via email, maybe even in person. Either way, you can almost guarantee that when it comes time to make a decision, that referral will visit your website before they contact you.

 

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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, Marketing Approach, SEO, Client Engagement, Website Design

5 Actions Financial Advisors Should Take on Social Media TODAY!

Posted by Alix Purcell on Sep 11, 2014 10:00:00 AM

In August we published a blog about going digital in one weekend. Have you done it yet? Well, if not, you’re missing out. Social media expert Amy McIlwain, who specializes in the financial services industry, explains exactly why in her recent article “20 Astonishing Social Media Statistics for Financial Advisors.”

 

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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, Technology, Communication, Marketing Approach, Client Engagement

Financial Advisors! Take The Wheel... It's Time To Drive Your Business

Posted by Helene Mazur on Jul 24, 2014 11:55:00 AM

jet-carIf you are like most financial advisors you started in the business with one or two clients and over the years have worked really hard to add new names to your client roster. You fill your arsenal with credentials and a growing list of clients, and your days get busier and busier. On some days, it might even feel like your clients are running the show.  

 

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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, Relationship Management