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:

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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

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

Topics: History, Holiday

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

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.

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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.

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

Topics: History, ClientWise, Holiday

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.

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

Topics: History, ClientWise, Holiday