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The ClientWise Blog
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Ray Sclafani
Your Financial Advisor Summer Checklist
Summer provides an excellent opportunity for financial advisors to work ON their businesses in addition to working IN their businesses. While many of your private...
Something Bigger Than Oneself
"A hero is someone who has given his or her life to something bigger than oneself." - Joseph Campbell
5 Client Acquisition Techniques for Everyday Life
Sometimes we have to break the rut of our networking to find any new successes. If you’ve run into the same people at the past three networking dinners or non-profit...
The Power of Listening
I recently heard an inspiring story about a former international tax lawyer. David (name changed for privacy) is currently working to build his own independent practice,...
The Future Client
As coaches we always work in partnership with our clients. We are never, so to speak, one step ahead or guiding our client, because we are never thinking for them, only...
Key CEO Behavior #26: Meaningful Individual Goals
Financial advisors work in financial services, but this doesn’t mean they are motivated entirely by finances… or at least it shouldn’t. Your work should have meaning to...
6 Simple, Impactful Ways to Be a Better Financial Advisor
“In a time of universal deceit, telling the truth becomes a revolutionary act.” - George Orwell
Part 2: 5 MORE Business Plan Elements Financial Advisors Must Consider
Last week we provided you with 5 items to cover, or at least consider, in your business plan for your financial advisory practice. These elements provide more of a...
Part I: Business Plan Elements Every Financial Advisor Must Cover
Sometimes a task that feels like back-tracking can actually give you the momentum to move forward. Our discussions surrounding succession planning have led many of you...
Financial Advisors: Stop Selling & Start Partnering
One of the most challenging aspects of coaching for those who are new to the profession or—as is frequently the case in financial services—those who are accustomed to...
Use Financial Literacy Month to Deepen Your Relationship with Clients
How have you used Financial Literacy Month to help your clients and deepen your relationships? April offers an excellent opportunity to discuss the importance of...
What Do You Do When Your Professional Advocates are Wrong?
Unfortunately in business people don’t always see eye-to-eye. What works for some professionals might not work for others. But what about an instance in which you don’t...
Including Competitors in Professional Advocate & Succession Strategy
Did you ever consider that an untapped asset in your corner could be those people whom you view as your greatest competition? A mistake many advisors make when building...