Search
Best in the Business Blog
Posts by
Ray Sclafani
The Client Acquisition Checklist™ for Successful Financial Advisors
As a business-coaching firm that has worked with thousands of the most successful financial advisors and advisory firms, we have observed the habits and characteristics...Season's Greetings
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.
Financial Advisors, Thanksgiving, Lincoln, Hale, and Spielberg
Abraham Lincoln’s legacy does not need any more words written about it to enhance his reputation as the United States’ most influential and important president. He is...Barron’s Assembles an Elite Group of Financial Advisors
Every year, the list of Barron’s Top 100 Financial Advisors offers a snapshot of some of the premier financial advisors in the nation. Published in an issue of Barron’s...
Hedge Funds Set To Barrel into Wealth Management Space
Financial Advisors…brace yourselves for more competition! Come mid-Fall, hedge funds could be pitching their services to wealth management clients with alluring...Irony! As Opportunities Increase, Financial Advisors Decrease
It’s a paradox! Just as opportunities for financial advisors are on the rise, more advisors than ever before are leaving the industry. A study by research firm Cerulli...
Improve Your Marketing with a Free Assessment
Marketing is one of the most critical activities in the ClientWise Professional Advisory Model™ (PAM™). An effective marketing campaign leverages your branding message...
4 Proven Media Relations Strategies that Work for Financial Advisors
Many financial advisors want more exposure in the media. It’s a no-brainer really. Media attention raises your awareness with potential clients, potential professional...
How Financial Advisors Can Lever the Fiduciary Standard
You may have seen this provocative article in this past weekend’s NY Times, “A Fancy Financial Adviser Title Does Not Ensure High Standards”.
MSSB Financial Advisors Embrace Digital Marketing: Where are You?
Following a pilot program that gave 600 financial advisors access to Twitter and LinkedIn, Morgan Stanley Smith Barney has taken the training wheels off and gave...3 Tips for How Financial Advisors Can Serve Up a Fresh, New Website
For financial advisors, a website is the gateway to your practice for potential clients. An interesting, informative website serves to welcome potential clients and help...