The ClientWise Blog

How to Operationalize Your Wealth Management Vision

Posted by Ray Sclafani on Jul 17, 2016 8:30:00 AM

It’s an incontrovertible fact that the majority of wealth management advisors vision statements never effectively drive firm success for the simple reason that they’re never operationalized. The chronic gap between business conversation and business activity renders them essentially nothing more than feel-good wishes until they are truly used to create and implement operational actions. 

Read More

Enjoyed this article? Click here to subscribe!

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

Topics: financial advisor mission statement

Profit or Purpose: What Truly Drives You?

Posted by Ray Sclafani on Jun 22, 2016 12:11:09 PM

People work for three reasons: to create safety, to create freedom of choice, and to create meaning in their lives. Yet all too often, we tend to wrap all three of these things in purely monetary terms – obscuring what genuinely motivates us.

Every successful wealth management team leader that I have ever spent time with, however, has been driven by something far deeper than mere financial reward. They are driven by something that fuels continued business growth, inspires their service delivery model, governs the manner in which they’ve built and lead their teams, and shapes the ongoing satisfaction they take from their chosen career. So, what drives you? 

Read More

Enjoyed this article? Click here to subscribe!

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

Topics: financial advisor mission statement