ClientWise can help you drive sales
performance by helping you
connect the dots that convert
contacts into sales.
Articles About Clientwise
The ClientWise Professional Advisory Model™
A template to guide financial advisors to audit their organization and their surrounding environment.
Amazing Relationships
How to make clients feel you are irreplaceable.
With Ray Sclafani of Clientwise
Get to know Ray Sclafani and learn why Christopher Jordan decided to be coached
The Zen of a Successful Practice
The key to a successful practice can be simply getting out of the way.
Make the Most of Face Time
Tips on making the most out of your face time with prospective clients
Building a Strong Supporting Cast
How to orchestrate a strong team and leverage your team as an asset
Client Feedback Guides Advisors
Leverage your client’s impressions by taking their feedback and using it effectively
How to Get Your Team on Target
“Leadership is the ability to decide what is to be done and then get others to do it,” Dwight D. Eisenhower once said. Unfortunately, most of us are far better at deciding what needs to be done than at enlisting others in our vision.
Emotion + Logic = New Client Relationships
The two aren’t in opposition with one another, so why not use both to drive the planning process?
Impressionists
There’s plenty that’s out of your hands, but you can control your appearance and that of your staff, your office’s layout, and the client experience.