The ClientWise Blog

4 Tools to Help Boost Team Productivity

Posted by Ray Sclafani on Nov 10, 2015 3:44:34 PM

As your team and business expand, managing productivity quickly becomes a monumental challenge. You wake up one morning and realize that what you could once manage with just a pen and a legal pad suddenly has a host of moving parts, all with different owners focused on competing objectives.

In its 2014 Time Management & Productivity Study, the FPA highlights that enhanced productivity is not about working less on the business, but rather it’s about working smarter – spending more time on the right tasks. They conclude that advisory teams who are efficient time managers achieve significantly more production (on average an additional 50 client meetings, 10 prospect meetings and 5 COI meetings each year).

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

Topics: Technology, Leadership, Time Management

5 Actions Financial Advisors Should Take on Social Media TODAY!

Posted by Alix Purcell on Sep 11, 2014 10:00:00 AM


In August we published a blog about going digital in one weekend. Have you done it yet? Well, if not, you’re missing out. Social media expert Amy McIlwain, who specializes in the financial services industry, explains exactly why in her recent article “20 Astonishing Social Media Statistics for 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: Client Acquisition, Social Media, Technology, Communication, Marketing Approach, Client Engagement

Checklist: Go Digital in One Weekend

Posted by Alix Purcell on Aug 7, 2014 4:00:00 PM


Thinking about increasing your digital footprint? Your kids are constantly on social media, your wife has created various profiles to promote her business, heck, even your mother is online sharing content and promoting her favorite brands and causes. You dabble occasionally, but usually only if forced, and if you’re like most financial advisors, the thought of going digital in your business seems like a lot of effort for very little return. But the truth is, it’s the way of the world, especially if you are looking to target a younger generation of investors that will keep your business sustainable and growing into the future. .

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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, Technology, Marketing Approach

Digitial Marketing 101: 4 Tips for Ambitious Financial Advisors

Posted by Alix Purcell on Jun 19, 2014 11:13:00 AM


For some advisors, especially those in younger generations, their online presence is as powerful a marketing platform as word-of-mouth or referral-based networking is for advisors in the baby boomer generation. This also puts these younger advisors at an advantage in terms of reaching the younger demographic of clients, who frequently look for financial advisors online.

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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, Technology, Marketing Approach, SEO, Website Design, Writing

Heartbleed Bug: What Financial Advisors Need to Know

Posted by Alix Purcell on Apr 14, 2014 4:14:00 PM


As a financial advisor, your online security affects you, your team, and all of your clients. If you haven’t heard about the Heartbleed Bug yet, you will soon. Simply put, it’s probably the greatest threat to Internet security that’s ever existed. The scariest part is that it has affected several popular websites and there are so many unknowns with regard to how it’s going to impact people who use them.
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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: Technology

Is Blogging for You?—3 Questions to Help You Decide

Posted by Joe Del Bene on Aug 13, 2013 9:35:00 AM

This is a guest post from Susan Weiner, CFA, and author of the new book Financial Blogging: How to Write Powerful Posts That Attract Clients.


Blogging is great for business, but it's not right for every financial planning, wealth management, or investment management firm. You can assess whether blogging is right for you and your financial firm by answering the questions below.

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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, Technology, Marketing Approach, SEO

Guest Post: 3 Steps to Improving Your Advisor Website’s SEO

Posted by Joe Del Bene on Jul 5, 2013 10:30:00 AM

SEO or Search Engine Optimization is the process of improving the visibility of a website/web page in a search engine’s results. The earlier and more frequently a site appears in the search result list, the more visitors it will receive from the search engine’s users.

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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, Technology, SEO, Website Design

5 Collaboration Tools for Successful Financial Advisory Teams

Posted by Joe Del Bene on Jul 2, 2013 9:14:00 AM

With the arrival of collaboration software, communicating and working together as a team is easier than ever before.  Knowing the software that works to your advantage is an important first step in this process, so we’ve collected some of the best tools (that we use ourselves at ClientWise!) to help keep your team in sync.

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

Topics: Technology, Team Development

LinkedIn Contacts Enriches Connectivity With Clients and Prospects

Posted by Joe Del Bene on Apr 27, 2013 12:30:00 PM

Recently, LinkedIn announced a new tool that provides successful financial advisors with even greater connectivity with clients, and potential clients. LinkedIn Contacts lets users collect ALL of their professional contacts in one handy place. Using this as a launching pad, savvy financial advisors can serve up timely marketing messages, more efficiently and effectively.

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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, Social Media, Technology

Financial Advisors: How to Frame Yourself as "Irreplaceable"

Posted by Chris Holman on Apr 13, 2013 9:29:00 AM


As a financial advisor, even a very successful financial advisor, are you irreplaceable?

New York Times columnist and author, Paul Sullivan, poses this very question in a piece in today’s Times, “Technology’s Impact on the Value of Financial Advice

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

Topics: Technology, Client Engagement

32 iPad Apps for Successful and Busy Financial Advisors

Posted by Joe Del Bene on Jan 31, 2013 11:03:00 AM

 

About one year ago, Ray Sclafani, founder of ClientWise, shared some of his favorite apps for iPads that apply to successful and busy financial advisors. This post has proven to be one of our more popular entries, which is no surprise given that much of our audience are high-performing financial advisors who are continually looking to improve themselves.

Since then, many of you have shared some of your own favorites with us. We have added them to the roster, and wanted to share them with all of you.  Here is our revised version of the list. (Please keep your ideas coming!)

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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, Technology