The ClientWise Blog

Chris Holman

Recent Posts

Expert Financial Advisors, Tim Tebow, and the 10,000-Hour Rule

Posted by Chris Holman on Jan 23, 2014 9:30:00 AM

 

Are you an expert financial advisor?

This is not a casual question. To the extent that you are able to look a prospective client in the eye and say with supreme self-confidence and truth, “I believe that you would benefit from our relationship because I am an expert in (fill in the blank)”, is pretty powerful stuff. Indeed, it might be one of the most potent marketing statements that you could ever verbalize or articulate.

 

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

Topics: Learning

Honoring Rev. Dr Martin Luther King Jr.

Posted by Chris Holman on Jan 20, 2014 9:32:00 AM


Today is the day that we honor the memory of Rev. Dr Martin Luther King Jr. Across the nation, church services, tributes and other events will be held to memorialize the slain civil rights leader’s vision and commitment to non-violence.

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

Topics: History

Financial Advisors: Dump Your Assumptions About Millennials!

Posted by Chris Holman on Jan 17, 2014 8:47:00 AM


Talk about your Generation Gap! There’s a pretty big one when you look at the demographic bands of the financial advisor community.

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

Topics: Learning, Millennials

Employee Onboarding for Financial Advisors Beyond “Sink or Swim”

Posted by Chris Holman on Jan 14, 2014 10:31:00 AM


By its history and character, the financial advisory industry is imbued with a Darwinian survival-of-the-fittest attitude. One question though, especially if you are a leader or principal of a financial advisory team. Does this “sink or swim” mindset also apply to your new employees and team members? If so, you may be placing your…employee morale, productivity, and company revenue…at great risk. 

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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

Get Fit. Build Your Business. Love Your Family. All Together Now!

Posted by Chris Holman on Jan 9, 2014 11:16:00 AM


January is the month of best intentions where many successful financial advisors begin walking down the pathway towards their various and diverse goals with a bounce in their step.

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

Topics: Goals

Financial Advisors: How to Frame Your Goals in Three. Simple. Words.

Posted by Chris Holman on Jan 7, 2014 12:00:00 PM


The other day I read the following blog post by @chrisbrogan, a provocative writer and thinker who I greatly enjoy and appreciate, "My 3 Words for 2014."

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

Topics: Goals

How You Can Increase Client Wealth (and your own) in 2014

Posted by Chris Holman on Dec 31, 2013 9:16:00 AM


Want to increase the wealth of your clients in 2014? Want to increase your own wealth? For good measure, how about increasing the financial satisfaction of your clients? Yours too, in fact.

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

Topics: Investing

Financial Advisors: The Top 13 ClientWise Blog Posts for 2013

Posted by Chris Holman on Dec 12, 2013 11:08:00 AM

 

Below are links to the “Top 13” ClientWise blog posts for 2013, i.e. the most widely-read articles that we’ve published over the past year. They cover a range of topics that address some of the important issues that successful financial advisors face.

 

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

Topics: Planning

Geo. Washington, Thanksgiving, and Enjoying Our "Temporal Prosperity"

Posted by Chris Holman on Nov 26, 2013 10:58:00 AM


On Thanksgiving Day in past years, this blog has noted the contributions of Sarah J. Hale and Abraham Lincoln towards our national holiday. After a 36-year campaign of lobbying five American Presidents to establish Thanksgiving as an annual celebration, Sarah Hale finally succeeded in convincing President Lincoln to do so. On Oct. 3, 1863, Abraham Lincoln issued the declaration that stipulated the last Thursday in November to be Thanksgiving, a national holiday.

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

Topics: History

Your Business Plan: Play to Your Strengths, and Follow Your Passion

Posted by Chris Holman on Nov 19, 2013 12:04:00 PM


We have observed that financial advisors who are focused on building their business plans each year tend to begin the planning process early.

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

Topics: Planning

A 6-Step Client Acquisition Process for Successful Financial Advisors

Posted by Chris Holman on Nov 14, 2013 12:32:00 PM


Upcoming on November 26th, ClientWise will be presenting a complimentary webinar that is devoted to helping financial advisors find new clients. Hosted by Ray Sclafani, this webinar is entitled, “The 6-Step Client Acquisition Process.”

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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

Forward-Thinking Financial Advisors: 7 Steps to Playing a Bigger Game

Posted by Chris Holman on Nov 13, 2013 10:29:00 AM


With the breadth of commentary that is available on the internet to financial advisors and entrepreneurs, Chris Brogan is among the more astute and thought provoking. (@chrisbrogan) is the publisher of Owner Magazine, and and the president and CEO of Human Body Works, a publishing and social media company. He also dispenses frequent insights with respect to the entrepreneurial mindset and human potential.

 

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

Topics: Business Development, Goals

Please Ignore This If Your Client Acquisition Strategy is Awesome

Posted by Chris Holman on Nov 7, 2013 11:54:00 AM

A while back we asked a group of successful financial advisors this question, “Do you have a distinct and consistent client acquisition strategy?”  86% of the group responded “No” or “Not really”.

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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

How Financial Advisors Find New Clients: The Starting Point

Posted by Chris Holman on Nov 5, 2013 2:36:00 PM


What’s the starting point in how financial advisors find new clients, i.e. what’s the first step in the “sales cycle”?

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

Topics: Selling

Financial Advisors: When to Use Internal and External Coaching

Posted by Chris Holman on Oct 29, 2013 10:31:00 AM


As coaching has become more recognized as a practice management and career fulfillment tool for financial advisors, the use of internal coaches seems to be a growing trend.
In a recent survey by Ridler & Co., 79 percent of organizations expect to see an increase in the use of internal coaching over the next three years. [Note: this was a European-focused survey that included many diverse organizations and industries.]

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

Topics: Coaching