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Ask Yourself These 12 Questions To Uncover Your Best COIs
Your client advocate and professional advocate relationships, or centers of influence, are incredibly important for the success of your business. As a seasoned advisor...
Communicating with Your Loyal Client Advocates
We have been discussing the importance of financial advisors connecting with Professional Advocates and Loyal Client Advocates collectively over the past few weeks. It’s...
Not All Referrals are Created Equal. Can You Recognize The Difference?
As we move around the Professional Advisory Model (PAM) ™, our focus for March and April will highlight our client and professional engagement models, which we...
Stay Connected to COIs Even During Tax Season
When was the last time you sat down with a CPA in your referral network? Probably not in the last few weeks. As an advisor, you are likely to be busier than usual this...
You May Be Unknowingly Contributing to Team Unhappiness: How to Fix it
What is the biggest threat to your team members’ happiness and engagement? You might presume it’s their feelings regarding their compensation, or perhaps perceived lack...
Who’s in Your Room?: The Importance of Who's On Your Team
I recently read a book by Stewart Emery, Ivan Misner & Rick Sapio, called Who’s in Your Room? It essentially asks the question: What do the people you keep around say...
Build an Advisory Team: What is Common Intent And Why is it Important?
A commonality amongst all teams is the need for a leader who exhibits CEO-like behaviors. What ClientWise has discovered in our team-focused coaching approach is that,...
Part II: The Time is Right (Enough) to Team
As I mentioned in Part I of this blog, there are several reasons to start a team. Perhaps you’ve reached a point where your production has plateaued and you need to make...
Part I: The Time is Right (Enough) to Team
Sort of like starting family, there is never a "good” time to start a team. It will always take more time, attention and energy than you feel you have to give; but, if...
3 Essential Productivity Strategies for Wealth Management Teams
Time is the ultimate equalizer, and an important topic for financial advisors to consider when looking at their practice management. According to a recent study, the...
Financial Advisors: Has Your Pipeline Left the Building?
When three clients talk to me about the same issue in a week, it’s time for a blog post. The issue is pipeline management.
Grow Your Wealth Management Team with Competency Based Interviewing
One of the greatest challenges leaders experience is finding talented team members who truly complement their teams and work hard to achieve their goals. We encourage...4 Techniques to Improve Your Advisory Team and Acquire Clients
One of the greatest gifts at your disposal as a financial advisor is your ability to communicate openly, both with your clients and your team members. As our focus is on...
Great Questions for Successful Relationships
The most successful financial advisory teams are identified by well-defined goals, efficient processes, and strong vision and follow-through, but also by their team...