The ClientWise Blog

It Pays to Know Your Type

Posted by Ray Sclafani on Dec 1, 2015 3:24:22 PM

Building Better Team Cohesion and Communication 

Why do you do what you do? What motivates you and what causes you stress? How do you respond to conflict? How do others on your team differ? 

Self-awareness is the key to growth and improvement – both for you personally, as well as for your team. However, to genuinely understand your behaviors and motivators, you need an objective measurement tool. Relying on simple subjective assessment is just far too arbitrary, and often grossly inaccurate.

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

Topics: Team Development, Learning

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

What You Know Will Open More Doors Than Who You Know

Posted by Ray Sclafani on Sep 8, 2015 4:20:00 PM

Hopefully this doesn’t come as a tremendous shock, but your clients aren’t just sitting around thinking of friends and associates they could introduce you to. Generating a steady flow of client introductions, however, tends to be a significant challenge for most advisors – constantly concerned about crossing the line between proactive and pushy.

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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, Communication, Learning

What We Know About “The Best” Financial Advisors

Posted by Ray Sclafani on Jul 22, 2015 1:51:00 PM

 


Great success doesn’t just appear out of thin air. It’s difficult to achieve and takes patience, time, and focus. While many advisers in varying situations can experience success, there are several traits commonly held by the best of the best. We’ve had the honor to witness many of these traits first-hand, through our work with the top financial professionals in the industry today. Here’s what we’ve observed:graph

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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, Business Development, Learning

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

The Best Leadership Books from 2014

Posted by Alix Purcell on Jan 6, 2015 9:30:00 AM

Team Leadership is an incredibly important and in-depth topic in today’s world. It’s so important to our financial advisor clients that most of the workshops we hold at ClientWise focus on the techniques of becoming a true team leader. Lone Ranger to Leader and Building the Billion Dollar Business, as well as many of our other ClientWise programs, teach advisors how to step out of the role of solopreneur and into the role of team leader, and to build teams that eventually achieve Total Team Leadership™. 

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

Topics: Leadership, Business Development, Team Development, Learning, team leadership

9 TED Talks Every Financial Advisor Must Watch

Posted by Chyna Dama on Sep 4, 2014 11:00:00 AM

As a financial advisor, it’s easy to get caught up in day to day activities, working IN your business instead of ON your business.  But making an effort to help grow yourself personally and professionally cannot fall at the wayside.  Taking charge of your personal and professional development will enable you to strengthen your business throughout your career.  Whether it be engaging in private or workshop coaching, or simply attending a lunch & learn, reading articles, subscribing to blogs, or watching short videos/lectures that challenge you, and force you to expand your thinking and potential.  You should never become complacent or comfortable about skill acquisition and knowledge.

 

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

Topics: Leadership, Business Development, Learning

Unveiling the ClientWise Research Approach

Posted by Alix Purcell on Sep 2, 2014 1:00:00 PM

At ClientWise, we pride ourselves on the fact that every opportunity in which we engage is a learning opportunity. In fact, we provide the same opportunity for professionals who work with us to embark on their path as “journey learners.” Everything we experience, good or not so good, is never anything less than an opportunity to learn what we can do better. Journey Learners are constantly stopping to assess their successes and failures, and learn from those experiences to better their approach.

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

Topics: Coaching, Learning, ClientWise

Share the Love: Introducing ClientWise to Financial Professionals

Posted by Alix Purcell on Aug 27, 2014 11:00:00 AM

Do you know someone in financial services whose business is struggling or plateauing despite the recent uptick in the economy? As financial professionals we’re inclined to help others in the industry because we’re in the business of building relationships. For ClientWise, this means that many of our referrals come from existing clients who’ve benefited from our coaching services, or other professionals who would be indirectly benefited by others within their business using our services. Maybe you had an incredible experience with coaching; or you’re a relationship manager who wants to help their financial advisors improve their businesses, or a business development manager who’s charged with the task of bringing more clients into your firm. No matter your reasoning, you’re someone who is eager to refer our services and help other people. So where do you begin; what do you say?

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

Topics: Coaching, Learning, ClientWise

7 Killer Questions You Should Be Asking Your Clients

Posted by Alix Purcell on Aug 12, 2014 10:30:00 AM

Your relationship with your clients is as important as your financial advising of them. They view you as a trusted partner in their day-to-day lives as much as they see you as a keeper of economic knowledge. Rather, I should say, they’re supposed to view you as a trusted partner. In some cases this is too immediately assumed. 

 

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

Topics: Coaching, Communication, Client Engagement, Learning

Better Results Through Partnership

Posted by Ray Sclafani on May 27, 2014 5:33:00 PM

When I started in financial services over 28 years ago, most firms hired financial advisors—who were then referred to as “brokers” or “insurance agents”, even “special agents” at Northwestern Mutual—based upon autonomy: The ability to work alone. I often joke that twenty years ago this industry was a “game of survivor before Survivor was even a game show.” You were successful if you could hunt.

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

Topics: Leadership, Business Development, Team Development, Learning

Credentials...Are You a Journey Learner or Hungry for Alphabet Soup?

Posted by Ray Sclafani on May 6, 2014 4:02:00 PM

Financial advisors often approach our coaches inquiring about whether or not they should sit for a particular credentialing exam. We hold credentialing in very high regard. Our executive coaches are all credentialed by the International Coach Federation (ICF), at the highest levels of Professional Certified Coach (PCC) and Master Certified Coach (MCC).

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

Topics: Organizing Priorities, Learning, Goals, Credentials

Is Your Strategic Mindset Out of Shape?

Posted by Ray Sclafani on Apr 24, 2014 9:03:00 AM

If you’re like many successful advisors who come to our offices, you probably have an innate ability to run your firm. In all likelihood you spent a considerable amount of time learning, and then naturally began the process of running your business by producing and acquiring a variety of clients. Probably without really taking the time to consider the process you were using. Perhaps you’ve even built out what you feel is an effective team, by hiring people to fill certain roles over the past couple of years.

 

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

Topics: Coaching, Organizing Priorities, Business Development, Team Development, Planning, Learning, Goals, Change, ClientWise

I'm not the Shell Answer Man

Posted by Joe Del Bene on Apr 4, 2014 11:17:00 AM

Post written by Mitch York - A ClientWise Professional Certified Coach (ICF)

An age-old conundrum in coaching is that some clients believe the coach will give them The Answer.

Whatever the problem is, there are some clients who hope there's an answer out there, a silver bullet, and who better than their coach to spell it out for them, tell them the direction to march and exactly what to do.

Only one problem: that's not what we do as coaches!

 

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

Topics: Coaching, Learning, Change, ClientWise

Financial Planning: The Future of Your Wealth

Posted by Alix Purcell on Mar 27, 2014 3:09:00 PM

template-5col-19Guest blogger and economist Matthew T. Shafer helps ClientWise and the financial professionals and investors in our network understand the future of their wealth in an uncertain economic climate.

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

Topics: Learning, Change, Financial Planning