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Better Results Through Partnership
When I started in financial services over 28 years ago, most firms hired financial advisors—who were then referred to as “brokers” or “insurance agents”, even “special...
Letting Go to Grow - Team Building for Financial Advisors
Often in life and in business we’re faced with the challenge of letting go of old belief structures in order to create the space necessary to make room for new ones that...8 "Must-Have" Marketing Strategies from Top Financial Advisors
There are over 630,000 financial professionals registered with FINRA, and according to the bureau of labor statistics the number of financial advisors is projected to...
Credentials...Are You a Journey Learner or Hungry for Alphabet Soup?
Financial advisors often approach our coaches inquiring about whether or not they should sit for a particular credentialing exam. We hold credentialing in very high...Financial Advisors! Here are the 5 Hidden Benefits of Great Leadership
For many financial advisors it’s easy to fixate on the amount of money coming in. But it’s crucial to realize that money isn’t the driving factor for everyone around...
Is Your Strategic Mindset Out of Shape?
If you’re like many successful advisors who come to our offices, you probably have an innate ability to run your firm. In all likelihood you spent a considerable amount...Critical Factors for Financial Advisors When Onboarding New Clients
First impressions are incredibly important. The initial moments of a conversation reveal a lot about the person you are talking to; through their voice, their body...
"Add Water and Stir" Approach to Process Design for Financial Advisors
I coach a group of financial advisors that recently joined forces and became a financial advisory team. One of their challenges is that they are pretty light on...Heartbleed Bug: What Financial Advisors Need to Know
As a financial advisor, your online security affects you, your team, and all of your clients. If you haven’t heard about the Heartbleed Bug yet, you will soon. Simply...
I'm not the Shell Answer Man
Post written by Mitch York - A ClientWise Professional Certified Coach (ICF) An age-old conundrum in coaching is that some clients believe the coach will give them The...Acquiring Clients in The New Age of Financial Advising
The financial services industry is in the midst of some incredible changes as the baby boomer generation heads into retirement and millennial become an important target...
Financial Planning: The Future of Your Wealth
Guest blogger and economist Matthew T. Shafer helps ClientWise and the financial professionals and investors in our network understand the future of their wealth in an...Getting The Most Out of Your LinkedIn Analytics
For many financial advisors LinkedIn has been a largely underused marketing tool. Even those who have a fully updated and complete profile might not be tapping into the...
Marketing Tip: Segmenting Prospects by Their Readiness to Change
All prospects are not created equal. By segmenting prospective clients by means of their dissatisfaction levels and willingness to change, financial advisors can greatly...