The ClientWise Blog

Joe Del Bene

Recent Posts

Financial Advisors: Work More Efficiently with These 5 Productivity Tips

Posted by Joe Del Bene on Nov 5, 2014 10:00:00 AM


Who doesn’t love improving their personal productivity? I know I do!  At ClientWise, we partner with financial advisors to help them ultimately become “the master of oneself “ or “self masters” so they may have a greater impact on others, especially their clients. Below are some great tricks to organize your time and get you through the “stuff” thrown your way on a daily basis.  

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

Topics: Business and Operations Management, Organizing Priorities

What Wealth Management Teams Could Learn From The World Cup

Posted by Joe Del Bene on Jun 23, 2014 3:01:00 PM

 

In light of the current World Cup, advisory teams may learn a great deal about what it takes to contend for a World Cup Championship.  Like a championship soccer team, each advisory team member has a unique skill set that when combined, provide unmatched value to the client and plays a pivotal role in the growth of the business.  Below you will find the vital positions of a championship soccer team and how they closely relate to the vital roles of a successful financial advisory team.

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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

5 Critical Marketing Tactics Every Financial Advisor Should Know

Posted by Joe Del Bene on Jun 11, 2014 9:21:00 AM


Do you have your bases covered when it comes to the scalable growth of your business?  Though there are many tactics available to financial advisors,  we've discovered, based on our proprietary research, the 5 most important tactics that are essential to the growth of any advisory practice.

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

Topics: Business and Operations Management, Marketing Approach, Business Development, Client Engagement

"Add Water and Stir" Approach to Process Design for Financial Advisors

Posted by Joe Del Bene on Apr 16, 2014 9:19:00 AM

 

I coach a group of financial advisors that recently joined forces and became a financial advisory team. One of their challenges is that they are pretty light on documented processes. Last week the team enrolled a new client with about $1 million in assets, and it set off a bit of a scramble. Who’s doing the ACAT? Who’s got the onboarding planned? Who’s going to review the first statement with the client?

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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, Planning

I'm not the Shell Answer Man

Posted by Joe Del Bene on Apr 4, 2014 11:17:00 AM

 

Post written by Mitch York - A ClientWise Professional Certified Coach (ICF)

An age-old conundrum in coaching is that some clients believe the coach will give them The Answer.

Whatever the problem is, there are some clients who hope there's an answer out there, a silver bullet, and who better than their coach to spell it out for them, tell them the direction to march and exactly what to do.

Only one problem: that's not what we do as coaches!

 

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

Topics: Coaching, Learning, Change, ClientWise

Moneyball tactics for recruiting Financial Advisors – yup, it exists.

Posted by Joe Del Bene on Dec 5, 2013 9:49:00 AM


[Guest Post]
Created by  Amrita Mathur, PriceMetrix

Talented financial advisers don't come cheap. The largest Wall Street wealth management firms, which have been bidding up the signing bonuses for high-end advisers for years, can attest to that. 

But are these star advisers worth the upfront bonuses they now command in the marketplace? 

I work for a practice management software and data services company called PriceMetrix, and many of our clients wanted to know if statistical analyses could be deployed, much as they are in baseball, to help them ensure – rather than simply assume – that they are recruiting the right candidates and allocating resources to those advisors with the greatest potential. 

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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, Entrepreneurs

2 Ideas to Improve Your Advisor Website’s SEO Strategy Right Now

Posted by Joe Del Bene on Oct 10, 2013 10:51:00 AM


When clients type your name or firm into Google, (or any search engine) what do they find? Every website on the internet has a goal of reaching number one on the long list of results. Very few websites actually reach that goal because there is only one top spot per keyword phrase.

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

Topics: Social Media, Marketing Approach, SEO

Is Blogging for You?—3 Questions to Help You Decide

Posted by Joe Del Bene on Aug 13, 2013 9:35:00 AM

This is a guest post from Susan Weiner, CFA, and author of the new book Financial Blogging: How to Write Powerful Posts That Attract Clients.


Blogging is great for business, but it's not right for every financial planning, wealth management, or investment management firm. You can assess whether blogging is right for you and your financial firm by answering the questions below.

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

Topics: Social Media, Technology, Marketing Approach, SEO

Social Media Cheat Sheet for Financial Advisors

Posted by Joe Del Bene on Jul 30, 2013 11:00:00 AM

The Social Media Revolution is under way! Statistics show that half of the entire world uses social media so you can bet that your target markets are already socially engaged. In March of 2013, 30% of advisors reported that compliance is biggest challenge with social media. Since the SEC’s recent decision to open the door for advisors using social media, there’s now few excuses for advisors to avoid social media.  

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

Topics: Social Media, SEO, Website Design

Guest Post: 3 Steps to Improving Your Advisor Website’s SEO

Posted by Joe Del Bene on Jul 5, 2013 10:30:00 AM

SEO or Search Engine Optimization is the process of improving the visibility of a website/web page in a search engine’s results. The earlier and more frequently a site appears in the search result list, the more visitors it will receive from the search engine’s users.

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

Topics: Social Media, Technology, SEO, Website Design

5 Collaboration Tools for Successful Financial Advisory Teams

Posted by Joe Del Bene on Jul 2, 2013 9:14:00 AM

With the arrival of collaboration software, communicating and working together as a team is easier than ever before.  Knowing the software that works to your advantage is an important first step in this process, so we’ve collected some of the best tools (that we use ourselves at ClientWise!) to help keep your team in sync.

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

Topics: Technology, Team Development

Financial Advisors: How Do You Rank vs. Your Peers with Social Media?

Posted by Joe Del Bene on May 2, 2013 10:00:00 AM

The following guest post has been contributed by Jamie Needham, digital-marketing strategist at American Century Investments.

Whether they use it for gathering insights, sharing content with clients, researching prospects or promoting their business, the fact is that successful financial advisors are using social media to grow their business.  And the number of financial professionals doing so is growing each year.  So what is it that advisors are doing on social media? Should you be one of them?

According to the 4th annual Financial Professionals Social Media Study from American Century Investments, nine out of 10 advisors have a social media profile, and one-third are using it for these specific business purposes:

 

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

Topics: Social Media

LinkedIn Contacts Enriches Connectivity With Clients and Prospects

Posted by Joe Del Bene on Apr 27, 2013 12:30:00 PM

Recently, LinkedIn announced a new tool that provides successful financial advisors with even greater connectivity with clients, and potential clients. LinkedIn Contacts lets users collect ALL of their professional contacts in one handy place. Using this as a launching pad, savvy financial advisors can serve up timely marketing messages, more efficiently and effectively.

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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, Social Media, Technology

32 iPad Apps for Successful and Busy Financial Advisors

Posted by Joe Del Bene on Jan 31, 2013 11:03:00 AM

 

About one year ago, Ray Sclafani, founder of ClientWise, shared some of his favorite apps for iPads that apply to successful and busy financial advisors. This post has proven to be one of our more popular entries, which is no surprise given that much of our audience are high-performing financial advisors who are continually looking to improve themselves.

Since then, many of you have shared some of your own favorites with us. We have added them to the roster, and wanted to share them with all of you.  Here is our revised version of the list. (Please keep your ideas coming!)

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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, Technology

Guest Post: 5 Financial Professionals you should be Following on Social Media

Posted by Joe Del Bene on Oct 17, 2012 3:26:00 PM

Guest Post created by Amy McIlwain of Financial Social Media

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

Topics: Social Media, Marketing Approach