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The ClientWise Blog
Posts by
Ray Sclafani
The Case for OKRs
Odds are, at some point during college or in the early years of your career, you were introduced to the acronym “SMART” as it relates to creating business goals and...
Happy Holidays - from our family to yours!
On behalf of the entire ClientWise team, we would like to wish you Happy Holidays from our family to yours! In this season of giving, we are most grateful for that which...
A History Lesson in Gratitude, Living and Laughing at it All
As we take time to give thanks and reflect on the relationships for which we are most grateful, we invariably recall certain history lessons that serve as important...
15 Tips for Financial Advisors Who are Networking on LinkedIn
Expand client marketing via LinkedIn As the premier professional network on the Internet, LinkedIn is a great place to make professional connections and network for...
Happy Memorial Day: Let Us Honor Our Fallen Heroes
Thanksgiving is a day when we pause to give thanks for the things we have. Memorial Day is a day when we pause to give thanks to the people who fought for the things we...
Growing a Financial Advisory Business thru Mergers and Acquisitions
How three unique firms found common purpose in coming together Rick Kent (founder of the suburban Atlanta-based Merit Financial Group) was actively seeking to grow his...
How are you acquiring clients today?
All businesses need a sound marketing strategy, particularly in acquiring new clients. It’s not enough to be an expert in your field or provide outstanding service. If...
The NFL will donate 5$ if you RETWEET! #SaluteToService
This past weekend the NFL announced for every Re-Tweet they will make a $5 donation. @NFL will donate up to $5 MILLION! Here's the article but before you go be sure to...
Hurricane Harvey
Nearly a week after Hurricane Harvey slammed into the southeast Texas coast, thousands of residents remain stranded without food or water. And the dangers arising from...
What is My Future Company?
I often ask advisors I work with to describe their future company to me. With very few exceptions, the responses I get overwhelmingly revolve around incremental change....
10 Key Marketing Elements for Successful Financial Advisors
It's always a good time for financial advisory teams to fine-tune their marketing plans. It’s vital that the team remains focused on reaching defined marketing and...
Your Most Important Clients? It's Your Team.
If we only had a dollar for every time we’ve heard an advisor say “I’d really prefer not to add new team members because I just don’t like managing people.” Mind you,...
Developing an Emotionally Intelligent Team
The best in the business know that a critical part of their role is mentoring, coaching and developing their team. It's extremely important to gain the skills and...
Advisory Team Leader Non-Negotiables
You didn’t become the founder of a successful financial advisory practice without having a host of extraordinary talents – from strong rainmaking and relationship...