The ClientWise Blog

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

The Power of Listening

Posted by Ray Sclafani on May 20, 2015 3:00:26 PM

I recently heard an inspiring story about a former international tax lawyer. David (name changed for privacy) is currently working to build his own independent practice, after spending decades working with a large international accounting firm. I had the pleasure of learning about how he’s found success, which has everything to do with the power of listening. 

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

Topics: Coaching, Communication, Business Development, Client Engagement

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

Financial Advisors: Stop Selling & Start Partnering

Posted by Ray Sclafani on Apr 23, 2015 2:13:00 PM

One of the most challenging aspects of coaching for those who are new to the profession or—as is frequently the case in financial services—those who are accustomed to consulting rather than true coaching, is adjusting the concept of partnership. The participants of our Certified Financial Services Coach Training Program hear about this concept over and over again throughout the course, because it is central to everything that happens in financial services coaching. It is also a huge part of what differentiates coaching from advising, consulting and mentoring, and, further, what differentiates a successful financial advisor from a salesperson.

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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 Acquisition, Client Engagement, partnership,

5 Keys to Reaching Team Goals And Having The Best Year Ever

Posted by Ray Sclafani on Jan 14, 2015 9:30:00 AM

goal

Accomplishing Your Biggest Goals, which includes some really important points about the benefits of things like past failures, setting goals that seem unachievable, and being aggressive in your goals even when you are incredibly busy and feel overwhelmed doing simply the status quo. Unfortunately the replay has run out, but I managed to grab a listen in the final hours thanks to a relationship manager on the ClientWise team. A big shout out to John Moyer for giving me a heads up!

While his points are directed toward individuals for the most part, they are just as important to keep in mind for teams. Here are some of the key observations made by Hyatt that are really in line with our thinking when it comes to goal-setting as a team here at ClientWise: 

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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 Development, Team Development, Goals

The Porcupine in the Room

Posted by Alix Purcell on Jan 12, 2015 10:00:00 AM

Have you ever experienced a “coaching momentwhere an emotionally charged issue came up for the person you were coaching?

In a recent Certified Financial Services Coach Training Program course, Lyn Allen, one of our Master Certified Coaches at ClientWise, provided an example of one such coaching moment. In this example, the financial advisor being coached compared her interactions with her assistant to dealing with a “porcupine”. The assistant was incredibly difficult to be around and made the coachee feel as though she couldn’t approach her for help with even the smallest task. It was clear that the coachee had some negatively charged emotions surrounding her assistant that would continue to come up for her at work and during her coaching sessions. 

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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

The Word of the Year: Culture

Posted by Alix Purcell on Dec 22, 2014 1:50:00 PM

“A nation, a workplace, an ethnicity, a passion, an outsized personality. The people who comprise these things, who fawn or rail against them, are behind Merriam-Webster's 2014 word of the year: culture.” The introduction to AP Mobile’s announcement that Merriam Webster has named ‘culture’ the word of the year got us thinking more about the role that culture plays in the financial advisory space. 

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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, Team Development, Change

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

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

How to Gain Return on Your Values

Posted by Helene Mazur on Oct 16, 2014 10:00:00 AM

In business you can’t rest on your laurels; there are no guarantees.

Ethical standards and staying on one’s toes are a basic requirement to sustaining a competitive advantage for large and small companies alike.

Facilitating a strategic thinking and planning process every few years is an ideal way to make sure that you continue to pursue value- driven, forward-thinking strategies.

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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, Trust

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