The ClientWise Blog

Happy Independence Day from ClientWise

Posted by Ray Sclafani on Jul 2, 2015 4:42:00 PM

 

On July 2, 1776 Richard Henry Lee made a motion for the independence of our country from Great Britain. This inspired John Adams to turn to his wife, Abigail, and say:

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: History, Holiday

Something Bigger Than Oneself

Posted by Ray Sclafani on May 25, 2015 10:29:00 AM

"A hero is someone who has given his or her life to something bigger than oneself." - Joseph Campbell

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: History, 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.

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: 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.

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: History, ClientWise, Holiday

7 Simple Secrets to Transform the Financial Services Industry

Posted by Alix Purcell on Oct 6, 2014 1:00:00 PM

The financial services industry has made a lot of progress since the days of 2008 when a dark cloud hung over the reputation of a business that, at its true core, was really trying to help clients improve their relationships with money. While this feeling has shifted over the past 6 years, and financial professionals are seen in an increasingly positive light, there is still incredible opportunity to raise the awareness of the general population regarding how much financial advisors bring to the table.

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: Communication, History, Change, Recession

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.

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: History, ClientWise, Holiday

Honoring Rev. Dr Martin Luther King Jr.

Posted by Chris Holman on Jan 20, 2014 9:32:00 AM

Today is the day that we honor the memory of Rev. Dr Martin Luther King Jr. Across the nation, church services, tributes and other events will be held to memorialize the slain civil rights leader’s vision and commitment to non-violence.

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: History

Geo. Washington, Thanksgiving, and Enjoying Our "Temporal Prosperity"

Posted by Chris Holman on Nov 26, 2013 10:58:00 AM

On Thanksgiving Day in past years, this blog has noted the contributions of Sarah J. Hale and Abraham Lincoln towards our national holiday. After a 36-year campaign of lobbying five American Presidents to establish Thanksgiving as an annual celebration, Sarah Hale finally succeeded in convincing President Lincoln to do so. On Oct. 3, 1863, Abraham Lincoln issued the declaration that stipulated the last Thursday in November to be Thanksgiving, a national holiday.

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: History

Thank You Veterans!

Posted by Ray Sclafani on Nov 11, 2013 8:48:00 AM

ClientWise would like to pause for a moment, and thank the millions of veterans who have served our country.

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: History

Four Fun Historical Facts for Financial Advisors on the 4th of July

Posted by Chris Holman on Jul 4, 2013 9:00:00 AM

Today, July 42013, marks the 236th celebration of our nation’s independence.

Firstly, ClientWise wishes all of our friends and clients a very festive and happy holiday.

Secondly, we want to share with you Four Fun Facts regarding our nation’s birthday, which you may share around the grill, during fireworks, the parade, or whatever your holiday tradition might be.

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: History

Remembering Our Fallen... “Cherish Tenderly the Memory”

Posted by Chris Holman on May 24, 2013 8:56:00 AM

ClientWise joins the nation in honoring the sacrifices of our fallen service members and their families.  They fought for us, and should be remembered on this Memorial Day, as well as every day of the year.

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: History

Financial Advisors: Happy Mother's Day from ClientWise

Posted by Chris Holman on May 12, 2013 7:04:00 AM

This Mother’s Day marks the 99th official celebration of maternity and parenthood.

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: History

Financial Advisors, Thanksgiving, Lincoln, Hale, and Spielberg

Posted by Ray Sclafani on Nov 20, 2012 12:33:00 PM

Abraham Lincoln’s legacy does not need any more words written about it to enhance his reputation as the United States’ most influential and important president. He is already the third most-written about figure in history (following Jesus Christ and Shakespeare.)

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: History

ClientWise Honors Our Veterans

Posted by Chris Holman on Nov 12, 2012 1:25:00 PM

ClientWise would like to pause for a moment, and thank the millions of veterans who have served our country.

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: History

A Day of Remembrance

Posted by Ray Sclafani on Sep 11, 2012 11:04:00 AM

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: History