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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...
Part II: Questions to Ask When Building or Structuring Your Team
If you’ve had a chance to read Part I of this blog, then you probably have a clearer understanding of your team vision and structure, your team members, and their roles...
Part I: Questions to Ask When Building or Structuring Your Team
Building a team is a complicated endeavor. Bringing more people under your business umbrella means you are expanding your capacity, capabilities and range of services,...
5 Keys to Reaching Team Goals And Having The Best Year Ever
Accomplishing Your Biggest Goals, which includes some really important points about the benefits of things like past failures, setting goals that seem unachievable, and...
The Porcupine in the Room
Have you ever experienced a “coaching moment” where an emotionally charged issue came up for the person you were coaching? In a recent Certified Financial Services Coach...
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How to Refresh Your Wealth Management Team in 2015
The beginning of the year is an exciting time, especially after the close of a successful previous one. All too frequently however, we simply “reconfigure” our strategic...