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Financial Advisor Coaching: Are You Ready?
There’s a thoughtful post in a recent Harvard Business Review by Steven Berglas, PhD, Get the Most Out of Executive Coaching He highlights three considerations that...
Nothing Left Unsaid: The Value of the Legacy Letter
[The following guest post is authored by Michelle Weilert, a professional writer of stage and screen, who is also the creator of Legacy Letters,...
9 Insights for an Exceptional Conference Experience
For financial advisors, attending conferences can be a great opportunity to grow, learn, and connect. But they are what you make of them. Here are 9 observations that...
August Is the Time to Dial Up Your Financial Advisor Business Plan
Attention: All financial advisors. We are fast approaching your most important 12 weeks of the year from a business and marketing perspective.
6 Steps to Asking for Advice from People Busier Than You
“No man is an island” was originally a meditation by the English poet/priest/barrister, John Donne (1572-1631). In 1964, it was also a hit song by The Lettermen. The...
Is Blogging for You?—3 Questions to Help You Decide
This is a guest post from Susan Weiner, CFA, and author of the new book Financial Blogging: How to Write Powerful Posts That Attract Clients. Blogging is great for...
Sharing is good!
(And so is ice cream!) In the first place, we'd like to thank you for subscribing to the ClientWise blog. One of our central missions is to help our successful clients...
Financial Advisors: How to Close New Business. A Bibliography
“How to close new business.” What an inconsistent and conflicting phrase! Among the many meanings and idioms of the word “close” that you can find in your dictionary is...Financial Advisors: The 3-R’s of Post-Workshop Success
Have you ever returned from a workshop or conference ablaze with enthusiasm and ideas, and place the workshop materials on the pile of other things that you intend to...
Financial Advisors: How do Comparisons (to Others) Serve You?
This recent post by Jaime Navarro, of the Fierce Conversations blog, Question Your Comparisons, struck a chord. She observes the tendency for us, i.e. humans, to observe...
Financial Advisors: 3 Approaches to the New Selling Dynamic
In Daniel Pink’s bestselling new book To Sell is Human, he compellingly makes the case that it’s a brave new world for all of those in the business of persuading,...
Social Media Cheat Sheet for Financial Advisors
The Social Media Revolution is under way! Statistics show that half of the entire world uses social media so you can bet that your target markets are already socially...