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Ray Sclafani
Celebrating Independence
If there’s one holiday that should especially resonate with financial advisors, it’s the 4th of July – a celebration of our nation’s unyielding and relentless desire for...
Motivation Beyond Money
Finding Your Personal Satisfaction Drivers In our work over the years with hundreds of advisory teams, nearly every phenomenally successful team leader has shared ONE...
Empty Chairs - The looming NextGen advisor crisis
The statistics paint a pretty bleak picture. The average financial advisor today is age 51, with nearly half (43%) over the age of 55 and therefore inside of a decade...
Proclamation on Prayer for Peace, Memorial Day, 2019
Regardless of political persuasion, whether red state or blue, there are some messages that transcend politics and provide a rare opportunity to begin salving wounds and...
Engaging the NextGen client
The clock is ticking We’ve all seen the statistics. The probability that your firm will be able to retain your current clients’ assets once they transfer to the next...
What’s My Job Again?
Why clearly defined roles and responsibilities matter Remember when you first started your firm? Not only were you the owner of the business, you and your original team...
Rewarding Performance - Human capital is an asset, not a liability
As a strategic business leader, you recognize that your team – your human capital – is your most important asset. You invest in them in a variety of ways and, in turn,...
The Case for OKRs
Odds are, at some point during college or in the early years of your career, you were introduced to the acronym “SMART” as it relates to creating business goals and...
Happy Holidays - from our family to yours!
On behalf of the entire ClientWise team, we would like to wish you Happy Holidays from our family to yours! In this season of giving, we are most grateful for that which...
A History Lesson in Gratitude, Living and Laughing at it All
As we take time to give thanks and reflect on the relationships for which we are most grateful, we invariably recall certain history lessons that serve as important...
15 Tips for Financial Advisors Who are Networking on LinkedIn
Expand client marketing via LinkedIn As the premier professional network on the Internet, LinkedIn is a great place to make professional connections and network for...
Happy Memorial Day: Let Us Honor Our Fallen Heroes
Thanksgiving is a day when we pause to give thanks for the things we have. Memorial Day is a day when we pause to give thanks to the people who fought for the things we...
Growing a Financial Advisory Business thru Mergers and Acquisitions
How three unique firms found common purpose in coming together Rick Kent (founder of the suburban Atlanta-based Merit Financial Group) was actively seeking to grow his...
How are you acquiring clients today?
All businesses need a sound marketing strategy, particularly in acquiring new clients. It’s not enough to be an expert in your field or provide outstanding service. If...