The ClientWise Blog

5 Ways to Work Toward Future Goals While Achieving Current Ones

Posted by Ray Sclafani on Jul 23, 2015 1:58:00 PM


While running a financial advisory business can be incredibly rewarding, there are some very challenging aspects. At ClientWise, we dedicate significant time and attention to addressing these challenges with our advisor clients. One of the most significant challenges is working both on and in your business simultaneously. This requires careful planning and the ability to see how your current goals align with your future goals. We’ve witnessed our clients achieve incredible success in this area through the following tactics:

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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, Perseverance, Time Management

Financial Advisors: Ask a Question. Change a Life.

Posted by Chris Holman on May 31, 2012 3:14:00 PM

Powerful questioning – the ability to ask questions that reveal information necessary to provide maximum benefit for the client in the coaching relationship – is one of the International Coach Federation (ICF) Professional core competencies.

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

Topics: Communication, Perseverance, Entrepreneurs

Field of Broken Dreams: What Mariano Teaches Financial Advisors

Posted by Chris Holman on May 8, 2012 11:05:00 AM

Mariano Rivera is the all-time best closing pitcher in baseball. He has a record 608 career regular-season saves. His 2.21 earned run average is the lowest ERA of any pitcher with a minimum of 1,000 innings, since 1920. His post-season ERA is even better, 0.70. He has not allowed a postseason home run since the 2000 World Series.

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

Topics: Leadership, Perseverance

What Financial Advisors Can Learn from the Instagram Founders

Posted by Chris Holman on Apr 17, 2012 12:11:00 PM

No doubt you’ve heard the Instagram fairy tale.

Internet start-up. Not even two years old. Two co-founders in their twenties, Kevin Systrom and Mike Krieger. 12 employees. San Francisco-based. No revenues. A phone call from Mark Zuckerberg, and they end up being acquired by Facebook for $1 billion.

Another digital entrepreneurial cliché, right?

Maybe yes…maybe no.

What is true is that some of the important lessons learned by Wunderkinds Systrom and Krieger, also can apply to financial advisors:

 

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

Topics: Social Media, Perseverance, Entrepreneurs, Learning

"That which does not kill us makes us stronger."

Posted by Chris Holman on Nov 19, 2010 8:20:00 AM

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

Topics: Perseverance

Are you happy?

Posted by Chris Holman on Jun 2, 2010 10:50:00 AM

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

Topics: Perseverance

True Grit!

Posted by Chris Holman on Sep 3, 2009 10:14:00 PM

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

Topics: Perseverance