The ClientWise Blog

7 Simple Ways to be An Exceptional Financial Advisor

Posted by Ray Sclafani on Aug 18, 2015 3:54:00 PM

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

- George Orwell

Financial Advisors get a bad rap, and much of it is unjust. While we aren’t in the era of 2008, we’re still recovering from it, and for many it’s been a difficult hill to climb. The great news is that for those of us who get it, it’s actually a blessing in disguise.

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

Topics: Communication, Relationship Management, education

Use Financial Literacy Month to Deepen Your Relationship with Clients

Posted by Ray Sclafani on Apr 20, 2015 2:36:00 PM

How have you used Financial Literacy Month to help your clients and deepen your relationships? April offers an excellent opportunity to discuss the importance of financial literacy with your clients and the heirs of their wealth. A natural time of renewal and re-engagement, this period also has many programs associated with it, which help create accessibility to untapped topics with your 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 Engagement, Financial Literacy Month,, education