The ClientWise Blog

Managing your OWN fear and uncertainty

Posted by Ray Sclafani on Jun 17, 2020 2:00:00 PM

If you’re not experiencing any; you’re not human!

Assuming you’ve ventured onto ThinkAdvisor, FA-Mag, InvestmentNews or any one of the many other online information resources for financial advisors over the past couple of months, you’ve no doubt seen a barrage of articles about managing and coaching clients through times of crisis. Everywhere you look there’s guidance, best practices and tips on how to quell client fears, keep them focused on long-term goals, and remain committed to their financial plans.

But what about YOUR fears, anxieties and uncertainties?

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

Topics: Client Engagement, client appreciation

The Art of WOW: Improve Your Client Engagement Process

Posted by Ray Sclafani on Feb 12, 2016 9:18:15 AM

People will forget what you said. People will forget what you did. But people will never forget how you made them feel.” Maya Angelou

That’s the genuine essence of creating WOW experiences for your clients – finding deeply personal ways to make them feel uniquely special. Too often, advisors think of their clients as a group rather than individuals – striving to be thoughtful by sending them all a bottle of wine (whether or not they happen to be wine aficionados) or a holiday turkey (even if they’re vegetarians). It’s not that those gestures are necessarily a bad thing, but are they really personal? 

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

Topics: Client Engagement, loyal client advocates, client appreciation