Articles About Clientwise
Amazing Relationships
How to make clients feel you are irreplaceable.
Read more
With Ray Sclafani of Clientwise
Get to know Ray Sclafani and learn why Christopher Jordan decided to be coached
Read more
The Zen of a Successful Practice
The key to a successful practice can be simply getting out of the way.
Read more
Make the Most of Face Time
Tips on making the most out of your face time with prospective clients
Read more
Building a Strong Supporting Cast
How to orchestrate a strong team and leverage your team as an asset
Read more
Client Feedback Guides Advisors
Leverage your client's impressions by taking their feedback and using it effectively
Read more
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.
Read more
Emotion + Logic = New Client Relationships
The two aren’t in opposition with one another, so why not use both to drive the planning process?
Read more
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.
Read more