The ClientWise Blog

Creating a Positive Wealth Management Team Culture

Posted by Ray Sclafani on Apr 8, 2016 11:02:52 AM

We focus so much on acquisition, portfolio management, client issues and day-to-day operations that we rarely have time to sit back and take stock of the state of our team. It’s a by-product of the fast-paced business we’re in – and anyway, does corporate culture honestly need to be all that high on your priority list? 

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

Topics: Leadership, Team Development, team leadership, team coaching, wealth management teams

Team Development Exercises for Wealth Management Advisors

Posted by Ray Sclafani on Mar 3, 2016 10:00:00 AM

Successful wealth management is a team concept and not an independent function. In order for the client’s work to get done, you need a team that willingly engages in the exchange of leadership among themselves. Your team should work together in a manner that evokes meaningful contribution, showcases the strengths of every team member, and advances consistent and effective group decision-making.

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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, team coaching, financial advisor team, wealth management advisors

Quantifying the Value of Elite Wealth Management Teams

Posted by ClientWise on Feb 25, 2016 12:00:00 PM

Here at ClientWise, we often talk about the vital importance of “teaming.” We believe teaming is the future of the financial advisory business – allowing you to better serve your clients, enhance the value of your enterprise, and provide an exit strategy for when you leave the business. Yet, while much of our guidance on the subject is highly practical and tactical in nature, it can be exceedingly difficult to meaningfully quantify the impact of those efforts.

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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, team coaching

Better Understanding Your Financial Advisory Team...

Posted by Ray Sclafani on Aug 25, 2015 5:08:00 PM

 

Many financial advisors come to ClientWise seeking the partnership of a coach as they go through the process of growing their teams. While they may need help with the tangible business aspects of this, many are unknowingly seeking advice of a different type. Ultimately, many advisors find that what they really desire to understand are the more human nuances behind building a team, which might not be addressed in the financial advisor workshops they attend, or the industry content they read.

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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, team coaching