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Ray Sclafani
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.
How Financial Advisor Teams Identify and Resolve Conflict: Part II
The following is Part II of this blog post, and is a real-life example, pulled from the ClientWise files (with client approval). To protect the anonymity and...
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: