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Part I: Questions to Ask When Building or Structuring Your Team
Building a team is a complicated endeavor. Bringing more people under your business umbrella means you are expanding your capacity, capabilities and range of services,...
The Porcupine in the Room
Have you ever experienced a “coaching moment” where an emotionally charged issue came up for the person you were coaching? In a recent Certified Financial Services Coach...
Business DevelopmentTeam DevelopmentLeadershipCoachingBusiness PlanningOperationsMarketing & Communication
How to Refresh Your Wealth Management Team in 2015
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...
The Best Leadership Books from 2014
Team Leadership is an incredibly important and in-depth topic in today’s world. It’s so important to our financial advisor clients that most of the workshops we hold at...
The Word of the Year: Culture
“A nation, a workplace, an ethnicity, a passion, an outsized personality. The people who comprise these things, who fawn or rail against them, are behind...
Financial Advisors! 6 Keys to Change Your Client Conversations
As you wrap up the New Year it’s important to set aside some time to sit down with clients, whether to tie up loose ends from 2014 or begin preparations for 2015. As you...
5 Measurements to Consider in Your 2015 Strategic Business Plan
Most financial advisors are incredibly focused on measuring their assets under management and anything else that impacts their production, but there are several other...
5 Takeaways for Succession Planning from Built To Sell
In his best-selling book, Built to Sell, John Warrillow writes what appears at first glance to be a guidebook for creating a solid sales platform. In actuality, the tips...
7 Smart Tips for Leading & Working with Millennial Financial Advisors
As the leader of a successful financial advisory team your greatest asset is your human capital. And if you’re looking to increase the sustainability of your business it...10 Questions to Ask Before You Partner with Another Financial Advisor
Teaming is becoming an increasingly popular way to provide improved wealth management services to increasingly sophisticated investors seeking more comprehensive and...A Holiday Package from ClientWise to Prepare Your Team for 2015
They say that the best leaders know how to delegate. At ClientWise we’d argue that the best leaders know how to collaborate. However, part of the challenge of...How To Host A Client Appreciation Event with Purpose
So you're thinking of hosting your own client appreciation events? So how do you get people to come, how do you get them to stay, and—most importantly—how do you achieve...
The Honest Conversation that Financial Advisory Teams Need to Have
Working as a true financial advisory team requires a certain amount of vulnerability and a ton of honesty on your part as the leader. It means letting go of some of the...Financial Advisors! Make the Transition to Leader for 2015
Earlier this week we posted a blog about the difference between true teams and work groups. While this may have seemed clear on paper, the execution requires some key...