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The ClientWise Blog
Posts by
Ray Sclafani
The Clock is Ticking: Succession Planning for Advisors
Let’s start with a few irrefutable facts. Today, the average age of financial advisors in this country stands at 50.9 years old. According to Cerulli Associates, over...
The Art of WOW: Improve Your Client Engagement Process
“People will forget what you said. People will forget what you did. But people will never forget how you made them feel.” - Maya Angelou That’s the genuine essence of...
How to Convert the Right Clients into Advocates
What exactly constitutes a “client advocate?” Advisors are often rather liberal in their definition, including those clients who, from time to time, provide an...
Build Better Client Relationships: 5-Step Client Engagement Process
With tax season right around the corner, this is a time of year when many advisors are focused on annual and quarterly client reviews. The challenge, however, often lies...
3 Key Ways to Maximize Your Financial Advisor Marketing
Far too many advisors view their firm website with the same sort of fear and trepidation that results in dated, uninspiring advisor websites that say very little and...
Why You Need a NextGen Advisor on Your Team
Let’s get one thing perfectly clear – millennials are NOT the lazy, self-absorbed narcissists who expect you to hand them a VP title and a six-figure salary. About the...
Social Media for Advisors: Silence is NOT Golden!
No matter how capable of a writer you are, the simple truth is that it’s vital you have an opinion and are willing to share it. Your clients are counting on that. If you...
What Skills Does Every Leader Need to Master?
Love 'em or hate 'em, there’s no arguing that in an industry structured to create franchise parity through salary caps and free agency, the New England Patriots have...
Durability, Profitability and Sustainability: What's the Difference?
These are perhaps the three most important benchmarks by which wealth management practice success is truly measured. Yet, many advisors struggle with drawing clear...
The Best Present to Give Your Family in 2016
On behalf of the entire ClientWise team, I would like to wish a Happy Holidays to all of our friends and family! While traveling recently, I took some time to reflect on...
The 9 Elements in Every Successful Financial Advisor Business Plan
In our last blog, we focused on the turning of the calendar as an ideal opportunity to revisit your business plan, with an eye towards capturing more meaningful business...
Pt 1. Elevate Your Financial Advisor Business Plan
You spend your days counseling clients as to the critical importance of careful and proper planning. Yet a great many of you either don’t have a business plan, or...
Why Women are NOT a Niche Market
I can’t begin to tell you how many financial advisors, when asked to identify their target niche market, will list women as one of their targets. How exactly can a group...
7 Sure-Fire Ways to Fail as a Leader
It’s a simple fact – most attempts at building a highly interdependent team end in failure. Not as a result of bad people or lack of effort, but rather, because the...