The ClientWise Blog

How to Better Leverage Millennial Financial Advisors

Posted by Ray Sclafani on Sep 17, 2015 3:18:09 PM

 

You’re most likely familiar with the oft-discussed Japanese business concept of Kaizen. Derived from the words“kai” which means change and “zen” which means good, the concept of Kaizen is rooted in the idea that big results come from many small changes accumulated over time. And it necessitates that everyone (especially leaders) must strive to continuously improve.

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

Topics: Innovation, Learning, Millennials

How to Refresh Your Team in 2015

Posted by Alix Purcell on Jan 8, 2015 9:00:00 AM

kidsThe beginning of the year is an exciting time, especially after the close of a successful previous one. All too frequently however, we simply “reconfigure” our strategic plans from the previous year, rather than adjusting our plans moving forward to seriously take into account the growth and success our team has gained over the past 365 days. Sure, this feels like a giant task, and it seems easier to repeat what we’ve done and what we already know, at least in some respects, works. But think about the opportunity you’re missing out on.

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

Topics: Communication, Business Development, Team Development, Innovation, Planning, Learning, Goals, Change, ClientWise, Time Management

9 Creative Ways for Financial Advisors to Acquire Clients

Posted by Alix Purcell on Sep 20, 2014 10:00:00 AM

If the thought of your client acquisition tactics have become tiring or boring, they’re probably also not working very effectively either. The tips below will liven up the process, get you thinking differently about your approach, and likely land you a few 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 Acquisition, Marketing Approach, Innovation

How Millennials Can Save the Financial Services Industry

Posted by Chris Holman on Mar 6, 2014 9:53:00 AM

Much has been written about the “graying” of the financial services industry:


The median age of the 300,000+ financial advisors in the USA is about 50.

21% of advisors are 60+ in years.

Just 5% of advisors are younger than 30.

Financial advisors who are 60+ years old control $2,300,000,000,000 in client assets.

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

Topics: Leadership, Innovation, Change, Millennials

How Financial Advisors Connect With Entrepreneurs

Posted by Chris Holman on Nov 14, 2012 11:44:00 AM

As part of Global Entrepreneurship Week (GEW), ClientWise is paying special attention this week to the role that financial advisors play in this space…as entrepreneurs themselves, and as consultants and advisors to other entrepreneurs. We feel that the connection between entrepreneuralism and financial advisors is a close one, and embrace the opportunity to increase that bond.

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

Topics: Entrepreneurs, Innovation

Financial Advisors and Entrepreneurs: Global Entrepreneurship Week

Posted by Chris Holman on Nov 13, 2012 10:40:00 AM

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

Topics: Entrepreneurs, Innovation

Spark your productivity with 19 useful iPad Apps

Posted by Ray Sclafani on Feb 21, 2012 12:05:00 PM

As a techie, I'm often asked what apps I find the most useful and frequently quiz others to find out their favorites. I'm not a big gamer and swore I'd never whirl an angry bird. Wrong. My son thought it might come in handy on my business trip to Australia and he was right.  

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

Topics: Business and Operations Management, Innovation, Learning

Think Different

Posted by Chris Holman on Feb 8, 2012 10:35:00 AM

With all of the attention paid to the Super Bowl commercials, this past Sunday (“Just My Shell” and “Matthew’s Day Off” were two of the well-regarded standouts), I have been thinking about some of the more inspirational commercials of my memory.

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

Topics: Leadership, Marketing Approach, Innovation, History

How to Think Creatively in Building Your Value Proposition

Posted by Chris Holman on Feb 7, 2012 11:31:00 AM


I’m working with a financial advisor, the CEO of a very successful financial advisory team, who is in the midst of an especially vexing problem that is taxing every ounce of his innate creative ability. His current Value Proposition (VP) has brought him to $ 3+ million in annual revenues. However, he has realized that this VP has taken him as far as he can go…without cloning himself. He wants to “take it to the next level”, which in his case is building his optimal team and doubling his revenues in three years. To do this, he needs to create a fresh VP.

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

Topics: Intuition, Innovation

(I Can't Get No) Creativity

Posted by Chris Holman on Oct 31, 2010 11:05:00 AM

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

Topics: Innovation

Your Brain Doesn't Care How Old You Are!

Posted by Chris Holman on Oct 7, 2010 9:06:00 AM

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

Topics: Innovation

Cultivating Creativity

Posted by Chris Holman on Sep 8, 2010 2:11:00 PM

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

Topics: Innovation

The Anti-Creativity Checklist

Posted by Chris Holman on Mar 24, 2010 1:58:00 PM

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

Topics: Innovation

Creativity ='s Iceland!

Posted by Ray Sclafani on Feb 11, 2010 6:57:00 AM

There's a really fun, and creativity-inspiring, article in the most recent SMU newsletter. That's Singapore Management University, by the way. (Sorry to all of you Southern Methodist Mustangs out there!)

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

Topics: Innovation

Innovation: The 5 Discovery Skills

Posted by Ray Sclafani on Oct 27, 2009 11:17:00 AM

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

Topics: Innovation