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Ray Sclafani
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(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...
Defining your Legacy as Leader and Financial Advisor
What is your legacy as a financial advisor and leader? Max De Pree is the chairman emeritus of Herman Miller, Inc., an innovator in the office furniture business over...
Financial Advisors: 5 Ideas for a Most Productive Summer
At ClientWise, we have observed an interesting pattern among successful financial advisors. They don’t “rest” during the summer months. For many, the opposite is often...
A Successful Financial Advisor Team is Run from this Legal Pad, but…
...can it continue?Boost Client Acquisition Success by Closing the Intention-Action Gap
As business coaches who work with the very best of financial advisors, we do a lot of observing. One observation with respect to client acquisition. For successful...Financial Advisors: “So, how was your week?”
If you had a good friend who had been off the grid camping for the past 7 days, who called you this morning and innocently asked, “So, how was your week?”…where would...
We Stand Together
By Ray Sclafani In this moment, we stand together with our nation and our president to mourn and honor all those who lost their lives, or were injured, during the...
Financial Advisors: 8 Essential Elements to Developing a Great Team
In The Wisdom of Teams, authors Katzenback and Smith define a team as: “…a small group of people with complementary skills who are committed to a common purpose,...