The ClientWise Blog

7 Incredible Time Management Insights for Financial Advisors

Posted by Alix Purcell on Nov 7, 2014 10:00:00 AM

Time is the ultimate equalizer for financial advisors, or any business owners for that matter: No matter how many or how hard the challenges we face, and how many or how incredible the successes we have, in the end it really comes down to how we manage our time. Time management is one of the most requested topics we hear from our clients, because, as Brian Tracy points out in his best-selling book on productivity, Eat That Frog, time-management is really about life-management. Applying some of the tips from Tracy’s book below will give you an edge when it comes to managing your time, your business, and ultimately your life.

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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, Procrastination, Time Management

Financial Advisors: Getting Going is Better than Getting Perfect

Posted by Chris Holman on May 18, 2013 8:44:00 AM

Years ago, when financial advisors were known as “stockbrokers” and cold-calling random strangers on the phone was still thought of as the only way to build a business, I knew a branch manager at Paine Webber who taught his rookies a valuable lesson.

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

Topics: Procrastination

Financial Advisors: The One Tip to Overcoming Your Over-Preparation

Posted by Chris Holman on Apr 30, 2013 10:48:00 AM

As a successful financial advisor, have you ever been stuck in the holding pattern of over-preparation?

For example, have you ever:

  • Not fully engaged in LinkedIn because your LinkedIn profile wasn’t “just right’?
  • Held off on attending a networking function or other event because your elevator pitch wasn’t “perfect”?
  • Avoided giving a presentation to a priority prospect because your presentation deck (i.e. pitchbook) needed some tweaking?
  • Or something else?

If so, you might be stuck in the over-preparation stage.

 

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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, Procrastination

Financial Advisors: Are You Stuck on the Tracks?

Posted by Chris Holman on Jun 19, 2012 11:05:00 AM


“Even if you are on the right track, you’ll get run over if you just sit there”…Will Rogers

Procrastination is not a new problem. In the mid-1800’s, French author Victor Hugo (Les Miserables and The Hunchback of Notre Dame) would tell his valet to hide his clothes so that he’d be unable to go outside when he should stay inside to continue his writing.

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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, Procrastination

5 Best Google Practices for the Successful Financial Advisor

Posted by Joe Del Bene on Feb 24, 2012 12:37:00 PM

When looking for information in Google it can be very hard to validate which information you are looking for within the accumulation of search results.  From my own past experience, I would get really frustrated with my Google searches when I had to spend many minutes siphoning through every search result in an attempt to find what I was really looking for.  In this vein, I’d like to serve some simple tips that will help the successful financial advisor conduct their Google searching in a more efficient and timely fashion. 

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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, Organizing Priorities, Procrastination

Stuck on the Tracks?

Posted by Chris Holman on Oct 14, 2010 5:06:00 PM

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

Topics: Procrastination

How to Manage Your Day Like Jack LaLanne

Posted by Ray Sclafani on Dec 3, 2009 10:19:00 AM

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

Topics: Procrastination

"Just Do It!"

Posted by Chris Holman on Sep 18, 2009 4:42:00 PM

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

Topics: Procrastination