Search
Best in the Business Blog
Posts by
Ray Sclafani
Stay Connected to COIs Even During Tax Season
When was the last time you sat down with a CPA in your referral network? Probably not in the last few weeks. As an advisor, you are likely to be busier than usual this...
You May Be Unknowingly Contributing to Team Unhappiness: How to Fix it
What is the biggest threat to your team members’ happiness and engagement? You might presume it’s their feelings regarding their compensation, or perhaps perceived lack...
Who’s in Your Room?: The Importance of Who's On Your Team
I recently read a book by Stewart Emery, Ivan Misner & Rick Sapio, called Who’s in Your Room? It essentially asks the question: What do the people you keep around say...
Build an Advisory Team: What is Common Intent And Why is it Important?
A commonality amongst all teams is the need for a leader who exhibits CEO-like behaviors. What ClientWise has discovered in our team-focused coaching approach is that,...
Part II: The Time is Right (Enough) to Team
As I mentioned in Part I of this blog, there are several reasons to start a team. Perhaps you’ve reached a point where your production has plateaued and you need to make...
Part I: The Time is Right (Enough) to Team
Sort of like starting family, there is never a "good” time to start a team. It will always take more time, attention and energy than you feel you have to give; but, if...
3 Essential Productivity Strategies for Wealth Management Teams
Time is the ultimate equalizer, and an important topic for financial advisors to consider when looking at their practice management. According to a recent study, the...
Grow Your Wealth Management Team with Competency Based Interviewing
One of the greatest challenges leaders experience is finding talented team members who truly complement their teams and work hard to achieve their goals. We encourage...4 Techniques to Improve Your Advisory Team and Acquire Clients
One of the greatest gifts at your disposal as a financial advisor is your ability to communicate openly, both with your clients and your team members. As our focus is on...
Great Questions for Successful Relationships
The most successful financial advisory teams are identified by well-defined goals, efficient processes, and strong vision and follow-through, but also by their team...
5 Keys to Reaching Team Goals And Having The Best Year Ever
Accomplishing Your Biggest Goals, which includes some really important points about the benefits of things like past failures, setting goals that seem unachievable, and...
Your Time & Intention as a Financial Advisor
The end of the year brings with it many things for financial advisors: Year-end planning with clients, finding ways to meet your personal and professional goals,...
Gratitude for Your Partnership with a Few Fun Facts
The opportunity to coach and work with the nation’s top financial advisors and financial professionals has given ClientWise much to be thankful for almost 9 years now....Honoring Our Veterans & Active Duty Military
Veterans Day is an incredibly important day for our nation, because it marks an opportunity for us to celebrate the sacrifices made by those individuals who protect our...