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 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

Executing with Strategy

Posted by Ray Sclafani on Jun 26, 2015 2:43:23 PM

We’ve all heard that genius is one percent inspiration and ninety-nine percent perspiration. Clearly, Thomas Edison knew that achieving genius goes well beyond just having an idea. Having the idea can feel like a breakthrough to the solution on it’s own, but it’s the actual execution that really makes the difference.

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

Topics: Coaching, Business and Operations Management, Goals, Time Management

3 Essential Productivity Strategies for Wealth Management Teams

Posted by Ray Sclafani on Feb 11, 2015 10:36:12 AM

Time is the ultimate equalizer, and an important topic for financial advisors to consider when looking at their practice management. According to a recent study, the 2014 FPA Time Management and Productivity Study, only 13% of advisors feel as though they are in control of their time, while 3/4 advisors work more than 40 hours a week, and a more than a third are working 50+ hours a week.

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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, Time Management

How to Refresh Your Wealth Management Team in 2015

Posted by Alix Purcell on Jan 8, 2015 9:00:00 AM


The beginning of the year is an exciting time, especially after the close of a successful previous one. All too frequently however, we simply “reconfigure” our strategic plans from the previous year, rather than adjusting our plans moving forward to seriously take into account the growth and success our team has gained over the past 365 days. Sure, this feels like a giant task, and it seems easier to repeat what we’ve done and what we already know, at least in some respects, works. But think about the opportunity you’re missing out on.

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

Topics: Communication, Business Development, Team Development, Innovation, Planning, Learning, Goals, Change, ClientWise, Time Management

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