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How You Can Increase Client Wealth (and your own) in 2014
Want to increase the wealth of your clients in 2014? Want to increase your own wealth? For good measure, how about increasing the financial satisfaction of your clients?...
Are You Guilty of Ambush Coaching?
So what’s the likelihood that during this holiday season you might find yourself with a close friend or family member seeking some advice or guidance or who is simply...
Merry Christmas and Happy Holidays!
On behalf of the entire ClientWise team, I would like to wish a Happy Holidays and Merry Christmas to all of our friends and clients.
How Financial Advisor Teams Identify and Resolve Conflict: Part II
The following is Part II of this blog post, and is a real-life example, pulled from the ClientWise files (with client approval). To protect the anonymity and...For the Financial Advisor Who “Doesn’t Need a Coach”
Though this is less often the case today, some successful advisors (who are, by the way, sometimes the most likely to benefit from coaching) will still claim that they...
Financial Advisors: The Top 13 ClientWise Blog Posts for 2013
Below are links to the “Top 13” ClientWise blog posts for 2013, i.e. the most widely-read articles that we’ve published over the past year. They cover a range of topics...4 Creative Ways to Explain Coaching
Executive coaching is becoming a more commonly understood practice and topic of conversation in the financial services industry, but this doesn’t make it any easier to...
Search for the Mandela Inside of Yourself
Financial professionals are blessed with the responsibility and pleasure of forming lifelong relationships with clients to protect what is, for many, the most sensitive...
Moneyball tactics for recruiting Financial Advisors – yup, it exists.
[Guest Post] Created by Amrita Mathur, PriceMetrix Talented financial advisers don't come cheap. The largest Wall Street wealth management firms, which have been bidding...
Happy Thanksgiving!
Happy Thanksgiving! Regardless of our individual struggles and obstacles, we all have so much to be thankful for. I'm Blessed beyond words and I thank all of you for...
Geo. Washington, Thanksgiving, and Enjoying Our "Temporal Prosperity"
On Thanksgiving Day in past years, this blog has noted the contributions of Sarah J. Hale and Abraham Lincoln towards our national holiday. After a 36-year campaign of...Four Surefire Signs You’re Dealing with a Potential Coaching Candidate
As a leader or manager in the financial services industry you manage hundreds of advisors each day. While coaching might be beneficial to them all, you’re not in a...
Your Business Plan: Play to Your Strengths, and Follow Your Passion
We have observed that financial advisors who are focused on building their business plans each year tend to begin the planning process early.