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The ClientWise Blog

Posts by

Ray Sclafani

Curated Content for Financial Leaders (Week of June 29)

    Each of these important articles and podcasts have been thoughtfully curated, timely, and helpful for you and your team.

8 Essential Qualities of Successful NextGen Leaders

At ClientWise, we talk at great length about the critical importance of cultivating the NextGen owners and partners who will guide your firm into the future. It’s not...

Curated Content for Financial Leaders (Week of June 22)

    Each of these important articles and podcasts have been thoughtfully curated, timely, and helpful for you and your team.

Managing your OWN fear and uncertainty

If you’re not experiencing any; you’re not human! Assuming you’ve ventured onto ThinkAdvisor, FA-Mag, InvestmentNews or any one of the many other online information...

Curated Content for Financial Leaders (Week of June 15)

    Each of these important articles and podcasts have been thoughtfully curated, timely, and helpful for you and your team.

Moving the Right Financial Levers

Moving the Right Financial Levers Avoid permanent outcomes to temporary problems Unlike countless retail, manufacturing and hospitality businesses, financial advisors...

Curated Content for Financial Leaders (Week of June 1)

  Each of these important articles and podcasts have been thoughtfully curated, timely, and helpful for you and your team. HBR Podcast: Staying Agile Beyond a Crisis...

The Anatomy of a Client Review

By now, you’ve reached out to check-in with all of your clients -apprising them as to your operating plan during the pandemic, as well as addressing any initial fears...

Keeping Your Team Productive in a Virtual World

Dare I say that just a few months ago, none of us could possibly have fathomed the world we currently find ourselves trying to navigate?! Not only is the human toll of...

Twelve Positive Ways the Crisis Will Impact RIAs

  This weeks research insights, best practices, and fresh ideas on how to lead your clients and your team...    Twelve Positive Ways the Crisis Will Impact RIAs  ...

How to alleviate Zoom fatigue

  This weeks research insights, best practices, and fresh ideas on how to lead your clients and your team...   Demonstrating Corporate Purpose In the Time of Coronavirus...

How the CARES Act Impacts Your Clients’ Taxes

Harold Evensky’s musings on the Coronavirus   McKkinsey & Company: The Future is Not What it used to Be - Seven Elements for Business Leaders to Consider as They Plan...

Effective Investment Charts for Communication with Clients

  "Success is not final, failure is not fatal: it is the courage to continue that counts." -  Winston Churchill   The Most Beautiful Virtual Choir For This Holiday Week...

Adversity Gives Rise to Great Leaders

Sometimes it’s at the turbulent center of a monumental crisis where true leaders discover their inner strength. Individuals who despite incredible fear and uncertainty...