The ClientWise Blog

Financial Advisors: Questions to Enhance Your Succession Planning

Posted by Ray Sclafani on Jun 24, 2015 2:55:00 PM

Screen_Shot_2015-06-24_at_2.50.51_PM-2It takes very disciplined thinking to fully consider your succession planning strategy. Often, succession planning is confused with continuity planning. While continuity planning is an important piece of the puzzle if you plan to transition the leadership of your business, it does not consider the future of your business with the same thoroughness as succession planning.
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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, Succession Planning, Outcomes-Based Planning

The Client Acquisition Checklist™ for Successful Financial Advisors

Posted by Ray Sclafani on Jan 22, 2013 10:05:00 AM

As a business-coaching firm that has worked with thousands of the most successful financial advisors and advisory firms, we have observed the habits and characteristics of the “best-of-the-best”.

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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, Client Acquisition, Outcomes-Based Planning