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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...
Has Your To-Do List Become a To-Don’t List? D-D-D-D-Do this.
[The following guest post was authored by ClientWise coach, Bobbi Gemma MCC.] Has your To-Do List become a To-Don’t list? Is it populated by items that never get...
The ClientWise Business Builders Workshop™ for Financial Advisors
One of our observations is that peer-to-peer learning can be a very effective coaching modality for successful financial advisors. Peer-based learning is both effective...
Jeff Bezos’ Advice to Financial Advisors: Talk to the Chair
Jeff Bezos is, arguably, the #1 CEO in America. Investors would seem to agree. Since they went public in 1996, AMZN has appreciated more than 17,000 percent.
Financial Advisors: How to Ask for the Order
Bill McDermott is now the co-CEO of SAP, the software company. His career arc is fascinating one, and a lesson for financial advisors. From a young age, he was...
Core Values: A Key Differentiator for Leaders and Financial Advisors
When interviewed by prospective ClientWise clients, I am frequently asked something like, “What’s the one or two coaching exercises that you find most helpful for...
Why Mutual Accountability is Vital for Financial Advisor Teams
Twenty years ago, this article was first published in the Harvard Business Review, The Discipline of Teams. Authored by Jon R. Katzenbach and Douglas K. Smith, the...
Financial Advisors/Leaders: Improve Team Delegation. Pass the Baton.
As the leader of a financial advisory team, or as a financial advisory working within a team, effective delegation is a valuable (and learned) skill. Not only does...