The ClientWise Blog

Think Like A CEO, Not a Top Producing Financial Advisor

Posted by Alix Purcell on Jun 7, 2014 11:51:00 AM

As a financial advisor leading a team, or even a small staff, your responsibilities are often more like those of a CEO leading a company rather than those of a high producing advisor. Thinking like a CEO assumes two things that we’ve found can be challenging for busy financial advisors to tackle along with their responsibilities as producers. The first is that you clearly understand the different areas of focus that go into being a CEO, and the second is that you understand how to share this knowledge with your team members so that they can become effective partners in co-creating the goals and vision of your organization.

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

Topics: Coaching, Organizing Priorities, Leadership, Business Development, Team Development, Goals, Credentials

Credentials...Are You a Journey Learner or Hungry for Alphabet Soup?

Posted by Ray Sclafani on May 6, 2014 4:02:00 PM

Financial advisors often approach our coaches inquiring about whether or not they should sit for a particular credentialing exam. We hold credentialing in very high regard. Our executive coaches are all credentialed by the International Coach Federation (ICF), at the highest levels of Professional Certified Coach (PCC) and Master Certified Coach (MCC).

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

Topics: Organizing Priorities, Learning, Goals, Credentials