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Ray Sclafani
10 Guidelines for More Productive Employee Development Conversations
If you’re like most advisors, you probably meet with individual team members on an annual or quarterly basis to provide performance feedback. These evaluations are...
Why Should You Worry About Generational Wealth?
I’m not sure how or when it happened, but my penchant for bands like the Red Hot Chili Peppers and FooFighters is now met with a somewhat dismissive head shake and a...
What You Know Will Open More Doors Than Who You Know
Hopefully this doesn’t come as a tremendous shock, but your clients aren’t just sitting around thinking of friends and associates they could introduce you to. Generating...
Catching Keyser Soze - Narrowing Your Focus For A Powerful Reputation
For those familiar with the film The Usual Suspects, the name Keyser Soze will no doubt be immediately recognizable – and wholly unforgettable. Yet, while the illusive...
Interdependence – The Secret Sauce of Successful Teams
Successful wealth management is a team concept and not an independent function. In order for the client’s work to get done, you need a team that willingly engages in the...
How Successful Financial Advisors Get New Clients
Whether you call it “client acquisition”, “business development”, or “prospecting”, one thing is true. Successful financial advisors are becoming more creative and...
Better Understanding Your Financial Advisory Team...
Many financial advisors come to ClientWise seeking the partnership of a coach as they go through the process of growing their teams. While they may need help with the...
How Strong Is Your Team?
A true team is a group of people who are fully committed to mutually defined and extraordinary success of the group as a unit, and hold themselves mutually accountable...
7 Simple Ways to be An Exceptional Financial Advisor
“In a time of universal deceit, telling the truth becomes a revolutionary act.” - George Orwell Financial Advisors get a bad rap, and much of it is unjust. While we...
How Do You Rate as a Leader?
Years of accumulated research has taught us a simple, irrefutable fact. The most effective team leaders guide and manage from within the team structure rather than...
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...