The ClientWise Blog

Financial Advisors: Think Inside-the-Box and Grow Ingeniously

Posted by Chris Holman on Oct 17, 2013 12:55:00 PM

 

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: Change

Are Female Financial Advisors the Key to the Industry's Future?

Posted by Chris Holman on Jun 11, 2013 8:56:00 AM


For an industry that prides itself on its planning approach, the financial advisory profession is finding itself in a bit of a pickle of late.

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: Change, Financial Planning

Financial Advisors: The Hidden Danger of Staying in Your Comfort Zone

Posted by Chris Holman on May 14, 2013 12:47:00 PM


Moving out of your comfort zone ain’t easy – even for successful financial advisors. That’s why they call it the comfort zone.

Yet, staying put has hidden risks too. That’s the premise of Doug Sundheim’s new book, Taking Smart Risks

As he points out, the dangers of staying in your comfort zone aren’t sudden, obvious or dramatic. They are like a really slow leak in your bike tire. You don’t notice it until you are miles down the road.

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: Change

Your Growth Mindset: A Key Factor to Raising $25-100 Million Annually

Posted by Chris Holman on Mar 26, 2013 8:59:00 AM


As a business coaching firm that works with leading financial advisors to create client acquisition structures that consistently raise $25-100 million in assets each year, we pay a lot of attention to the key elements that contribute to this success.

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: Client Acquisition, Business Development, Change

Facing Change! How Successful Financial Advisors Move Forward

Posted by Chris Holman on Mar 19, 2013 11:15:00 AM

Change!


When Bob Dylan wrote, “The Times They Are a-Changin'” in 1963, financial advisors were still referred to as the “customer’s man”. A customer’s man was essentially an order clerk who transmitted customers' orders, made sure that the orders were executed, and reported the execution to the customer when the trade was filled. Today, “customer’s man” is a quaintly chauvinist expression that does not nearly convey the roles, responsibilities and skillsets of today’s most successful financial advisors.

 

[My apologies to Bob Dylan. When he wrote that you better start swimmin’ or you’ll sink like a stone, it is unlikely that he was referring to future changes in the financial services industry.]

 

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: Coaching, Organizing Priorities, Goals, Change

7 Vital Decisions for Forward-Looking Financial Advisors

Posted by Chris Holman on Sep 20, 2012 9:44:00 AM


Dramatic change lies ahead for financial advisors. A possible inflection point in the industry? Only time will tell.

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: Business and Operations Management, Leadership, Change

Financial Advisory Paradox: Where Are All the Women?

Posted by Chris Holman on Sep 8, 2011 10:41:00 AM


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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: Change

Handing Over the Keys to Your Business

Posted by Chris Holman on Aug 31, 2011 9:24:00 AM


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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: Change

"You define yourself by what you can do, not what you can't!"

Posted by Chris Holman on Mar 22, 2011 9:59:00 AM


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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: Change

Evaluate Your Life Day

Posted by Chris Holman on Oct 19, 2010 12:56:00 PM


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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: Change

When Change is Hard

Posted by Chris Holman on Feb 18, 2010 2:49:00 PM


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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: Change

Promises, Promises...

Posted by Ray Sclafani on Dec 30, 2009 2:45:00 PM


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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: Change

Marshall Goldsmith on Change

Posted by Ray Sclafani on Nov 18, 2009 11:51:00 AM


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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: Change