Search
Best in the Business Blog
Posts by
Ray Sclafani
Search for the Mandela Inside of Yourself
Financial professionals are blessed with the responsibility and pleasure of forming lifelong relationships with clients to protect what is, for many, the most sensitive...
Happy Thanksgiving!
Happy Thanksgiving! Regardless of our individual struggles and obstacles, we all have so much to be thankful for. I'm Blessed beyond words and I thank all of you for...
Thank You Veterans!
ClientWise would like to pause for a moment, and thank the millions of veterans who have served our country.
An Innovative Financial Advisor Coaching Blueprint
LPL Financial, the largest independent broker-dealer in the country as measured by total revenue, has recently developed an innovative practice management program for...
The Five Coaching Skills Used by Successful Financial Advisors
From what we have observed, there are five coaching skills that are immediately applicable to the repertoire of skills of the most successful advisors:
A ClientWise Super Bowl Commercial?
After spending many hours helping our successful financial advisor clients achieve even bigger and bolder success, the shoe is now on the other foot.
Sharing is good!
(And so is ice cream!) In the first place, we'd like to thank you for subscribing to the ClientWise blog. One of our central missions is to help our successful clients...Financial Advisors: The 3-R’s of Post-Workshop Success
Have you ever returned from a workshop or conference ablaze with enthusiasm and ideas, and place the workshop materials on the pile of other things that you intend to...
The ClientWise Business Builders Workshop™ for Financial Advisors
One of our observations is that peer-to-peer learning can be a very effective coaching modality for successful financial advisors. Peer-based learning is both effective...
Why Mutual Accountability is Vital for Financial Advisor Teams
Twenty years ago, this article was first published in the Harvard Business Review, The Discipline of Teams. Authored by Jon R. Katzenbach and Douglas K. Smith, the...