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Ray Sclafani
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:
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.
