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The ClientWise Blog
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Ray Sclafani
Unlock More Referrals by Changing Your Perspective
Far too many advisors and wholesalers view strategic networking solely as an opportunity to build a funnel of professional referrals – rarely venturing beyond the...
Never Too Late to Start a Summer Reading List
I hate to be the bearer of bad news, but Summer is ending just as quickly as it arrived. It can be difficult to find time for yourself, especially if your cell phone is...
7 Tips To Make Your Client Meetings More Memorable
Depending on the size and scope of your practice, you likely only have one or two face-to-face meetings with each client annually. That fact makes those interactions...
5 Ways to Work Toward Future Goals While Achieving Current Ones
While running a financial advisory business can be incredibly rewarding, there are some very challenging aspects. At ClientWise, we dedicate significant time and...What We Know About “The Best” Financial Advisors
Great success doesn’t just appear out of thin air. It’s difficult to achieve and takes patience, time, and focus. While many advisers in varying situations can...
An Argument for Content Marketing for Financial Advisors
The question of whether or not stories sell better than ads is long settled by now. We live in an information driven age in which consumers crave knowledge with...
Happy Independence Day from ClientWise
On July 2, 1776 Richard Henry Lee made a motion for the independence of our country from Great Britain. This inspired John Adams to turn to his wife, Abigail, and say:
Executing with Strategy
We’ve all heard that genius is one percent inspiration and ninety-nine percent perspiration. Clearly, Thomas Edison knew that achieving genius goes well beyond just...Financial Advisors: Questions to Enhance Your Succession Planning
It takes very disciplined thinking to fully consider your succession planning strategy. Often, succession planning is confused with continuity planning. While continuity...
How Are you Connecting with Your Clients?
At ClientWise, we frequently address the importance of practice management. Practice management involves several elements of your business that are covered in our...
Part II: Start Planning While You're Still Growing
Last week, we posted Part I of this blog, which talked about the best way to tackle succession planning by starting to plan while you’re still growing your business. To...
Part I: Start Planning While You’re Still Growing
Succession planning is the buzzword of the year. People are discussing it in every office and reading about it in every publication, but so few of us are actually doing...
6 Social Media Secrets for Financial Advisors
The social media space can be an overwhelming environment, especially in an industry in which it’s just becoming “acceptable” or commonly practiced. Even our marketing...
Top TED Talks for Financial Advisors & Leaders
After our last post on public speaking, we decided to seek out some of our favorite TED Talks. We were curious to see how the elements we advised were applied (or not)...