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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...
Gauging your clients’ confidence
Despite the bounce-back of financial markets we’re currently seeing, our world has indeed changed. Even if this unprecedented loosening of monetary policy by the Fed can...
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 General James...
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...
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 for...
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 On...