Search
Best in the Business Blog
Posts by
Ray Sclafani
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...
Leverage LinkedIn, Connecting with Competitors & Upgrading to Premium
As LinkedIn becomes an increasingly popular source for client referrals, advisors are getting more serious about how to use it as a resource. We’re frequently asked...
Better Results Through Partnership
When I started in financial services over 28 years ago, most firms hired financial advisors—who were then referred to as “brokers” or “insurance agents”, even “special...
Letting Go to Grow - Team Building for Financial Advisors
Often in life and in business we’re faced with the challenge of letting go of old belief structures in order to create the space necessary to make room for new ones that...
Credentials...Are You a Journey Learner or Hungry for Alphabet Soup?
Financial advisors often approach our coaches inquiring about whether or not they should sit for a particular credentialing exam. We hold credentialing in very high...
Is Your Strategic Mindset Out of Shape?
If you’re like many successful advisors who come to our offices, you probably have an innate ability to run your firm. In all likelihood you spent a considerable amount...
Are You Guilty of Ambush Coaching?
So what’s the likelihood that during this holiday season you might find yourself with a close friend or family member seeking some advice or guidance or who is simply...
Merry Christmas and Happy Holidays!
On behalf of the entire ClientWise team, I would like to wish a Happy Holidays and Merry Christmas to all of our friends and clients.