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Ray Sclafani
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,...
Financial Advisors: What do you want to achieve in the 2nd quarter?
If you believed that anything was possible, what do you really want to achieve in the second quarter? If there were no constraints upon you, what is the limit to your...
Building a Referral Process for Financial Advisors: Top 10 Tips
For financial advisors, referrals can be a surprisingly tricky business. On the one hand, everyone knows that referrals are good and something to strive for. On the...Your “Genius” Financial Advisor Marketing Plan, Part II
Last week, we set the stage for creating your own “genius” financial advisor marketing plan in 4 easy steps, which are: 1) Assessment, 2) Goals, 3) Activities, and 4)...