The ClientWise Blog

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,

The Future Client

Posted by Ray Sclafani on May 14, 2015 2:38:15 PM

As coaches we always work in partnership with our clients. We are never, so to speak, one step ahead or guiding our client, because we are never thinking for them, only in partnership with them. There are of course times we are afforded (by our neutral perspective) the advantage of foreseeing things that our financial advisor clients might not. One such example of this is: Visualizing the future client and the impact that will have for the future of the business.

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

Topics: Coaching, Client Engagement, ClientWise

6 Simple, Impactful Ways to Be a Better Financial Advisor

Posted by Ray Sclafani on May 7, 2015 2:24:09 PM

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

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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, ClientWise

How to Refresh Your Team in 2015

Posted by Alix Purcell on Jan 8, 2015 9:00:00 AM

kidsThe beginning of the year is an exciting time, especially after the close of a successful previous one. All too frequently however, we simply “reconfigure” our strategic plans from the previous year, rather than adjusting our plans moving forward to seriously take into account the growth and success our team has gained over the past 365 days. Sure, this feels like a giant task, and it seems easier to repeat what we’ve done and what we already know, at least in some respects, works. But think about the opportunity you’re missing out on.

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

Topics: Communication, Business Development, Team Development, Innovation, Planning, Learning, Goals, Change, ClientWise, Time Management

ClientWise to Offer the Only ACSTH Approved Course for Financial Advisors

Posted by Sophia Harbas on Dec 15, 2014 10:00:00 AM


The Certified Financial Services Coach Training Program™
, offered by ClientWise, LLC has recently been designated by the International Coach Federation (ICF) as Approved Coach Specific Training Hours (ACSTH). This 60-hour course is the only approved course designed specifically to assist financial professionals in obtaining the vital skills needed to become an accredited coach.

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

Topics: Coaching, ClientWise

A Holiday Package from ClientWise to Prepare Your Team for 2015

Posted by Alix Purcell on Dec 5, 2014 11:09:25 AM

They say that the best leaders know how to delegate. At ClientWise we’d argue that the best leaders know how to collaborate. However, part of the challenge of transitioning to a leader is learning to let go of certain responsibilities to share them with team members. The same is true of partnering and collaborating with outside entities who can help you develop that team and gain an outside perspective for greater understanding of exactly how your team collaborates.

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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, Business Development, ClientWise, Holiday

Gratitude for Your Partnership with a Few Fun Facts

Posted by Ray Sclafani on Nov 27, 2014 9:00:00 AM

The opportunity to coach and work with the nation’s top financial advisors and financial professionals has given ClientWise much to be thankful for almost 9 years now. We’ve rejoiced in seeing leaders and influencers make honest, impactful changes that greatly improve the investor experience and strengthen the fabric of our industry.

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

Topics: History, ClientWise, Holiday

Honoring Our Veterans & Active Duty Military

Posted by Ray Sclafani on Nov 11, 2014 2:37:00 PM

Veterans Day is an incredibly important day for our nation, because it marks an opportunity for us to celebrate the sacrifices made by those individuals who protect our country and maintain our freedom.  It’s an honor that very few can claim: Less than 10 percent of Americans are veterans, and far fewer, only 1 percent, are currently fighting the War on Terror.

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

Topics: History, ClientWise, Holiday

Pay It Forward: Helping Financial Advisors Help Their Clients

Posted by Alix Purcell on Oct 23, 2014 11:00:00 AM

One of our latest blogs, 6 Essential Coaching Skills that ALL Financial Professionals Must Have I outlined the ways in which coaching is explicitly different from consulting, advising or mentoring. The skills that differentiate coaching from these other forms of professional development are also the elements that make it beneficial for financial advisors; not only within their own coaching as it works to improve their businesses, but also when working IN their business while interacting 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: Coaching, Leadership, Communication, Team Development, ClientWise

6 Essential Coaching Skills that ALL Financial Professionals Must Have

Posted by Alix Purcell on Oct 21, 2014 10:00:00 AM

As the premiere coaching company serving financial professionals, ClientWise has several key objectives to accomplish simultaneously. The first and, in many respects, foremost of these, is to disseminate knowledge about what coaching is and what coaching is not. This distinction helps financial advisors gain a clearer understanding of how coaching, different from consulting, advising or mentoring, can help them in the process of improving their practice and their relationships.

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

Topics: Coaching, Leadership, Communication, Team Development, ClientWise

Joint Venture Provides Cutting Edge Workshops for Financial Advisors

Posted by Alix Purcell on Sep 9, 2014 11:15:00 AM

We’re thrilled to announce that we have recently partnered with ThinkAdvisor, a company equally committed to helping financial professionals access industry knowledge and grow their businesses. Together, ClientWise LLC and ThinkAdvisor will pool their resources to create one of the most compelling workshops for elite financial advisors committed to building billion dollar businesses

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

Topics: Coaching, Leadership, Entrepreneurs, Business Development, Team Development, ClientWise

Unveiling the ClientWise Research Approach

Posted by Alix Purcell on Sep 2, 2014 1:00:00 PM

At ClientWise, we pride ourselves on the fact that every opportunity in which we engage is a learning opportunity. In fact, we provide the same opportunity for professionals who work with us to embark on their path as “journey learners.” Everything we experience, good or not so good, is never anything less than an opportunity to learn what we can do better. Journey Learners are constantly stopping to assess their successes and failures, and learn from those experiences to better their approach.

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

Topics: Coaching, Learning, ClientWise

Share the Love: Introducing ClientWise to Financial Professionals

Posted by Alix Purcell on Aug 27, 2014 11:00:00 AM

Do you know someone in financial services whose business is struggling or plateauing despite the recent uptick in the economy? As financial professionals we’re inclined to help others in the industry because we’re in the business of building relationships. For ClientWise, this means that many of our referrals come from existing clients who’ve benefited from our coaching services, or other professionals who would be indirectly benefited by others within their business using our services. Maybe you had an incredible experience with coaching; or you’re a relationship manager who wants to help their financial advisors improve their businesses, or a business development manager who’s charged with the task of bringing more clients into your firm. No matter your reasoning, you’re someone who is eager to refer our services and help other people. So where do you begin; what do you say?

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

Topics: Coaching, Learning, ClientWise

What is #NFAW14?

Posted by Alix Purcell on Jul 17, 2014 12:31:00 PM

Prime location, check. Leading financial media outlets, check. Top financial advisors, check. Eager investors, check. Celebrity appearances and life-changing giveaways, check and check! The first ever National Financial Advisor Week has got it all, and Advice IQ, its host, isn’t testing the waters. They’re going in head-first with a full takeover of Times Square, and the result is anticipated to be as impressive as the approach. 

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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, ClientWise

The Role of Financial Advisors in America's Freedom

Posted by Alix Purcell on Jun 14, 2014 2:46:00 PM


On June 14, 1777 the American flag was adopted as the symbol of our country’s freedom and independence. The 13 red and white stripes symbolize the 13 original colonies, and the 50 stars each represent a state. Even the colors, red for valor and bravery, white for peace and innocence, and blue for vigilance, perseverance, and justice, bear particular significance to the values our country was built upon. This symbol has come to represent so much, that those who hold it dear follow special protocol around wearing, folding, flying and saluting it.

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

Topics: History, ClientWise, Holiday