The ClientWise Blog

Is Your Strategic Mindset Out of Shape?

Posted by Ray Sclafani on Apr 24, 2014 9:03:00 AM


If you’re like many successful advisors who come to our offices, you probably have an innate ability to run your firm. In all likelihood you spent a considerable amount of time learning, and then naturally began the process of running your business by producing and acquiring a variety of clients. Probably without really taking the time to consider the process you were using. Perhaps you’ve even built out what you feel is an effective team, by hiring people to fill certain roles over the past couple of years.

 

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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, Business Development, Team Development, Planning, Learning, Goals, Change, ClientWise

I'm not the Shell Answer Man

Posted by Joe Del Bene on Apr 4, 2014 11:17:00 AM

 

Post written by Mitch York - A ClientWise Professional Certified Coach (ICF)

An age-old conundrum in coaching is that some clients believe the coach will give them The Answer.

Whatever the problem is, there are some clients who hope there's an answer out there, a silver bullet, and who better than their coach to spell it out for them, tell them the direction to march and exactly what to do.

Only one problem: that's not what we do as coaches!

 

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

Topics: Coaching, Learning, Change, ClientWise

Are You Guilty of Ambush Coaching?

Posted by Ray Sclafani on Dec 27, 2013 8:30:00 AM


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 sharing a specific situation related to their job or family? During the holidays, the opportunities to “weigh in” on the lives of those close to us could present serious problems if we aren’t careful.  At ClientWise, we call this, “ambush coaching!” 

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

Topics: Coaching, ClientWise

An Innovative Financial Advisor Coaching Blueprint

Posted by Ray Sclafani on Nov 2, 2013 11:50:00 AM


LPL Financial, the largest independent broker-dealer in the country as measured by total revenue, has recently developed an innovative practice management program for its financial advisors, the LPL Coaching Partners Program.

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

Topics: Coaching, Entrepreneurs, ClientWise

We Stand Together

Posted by Ray Sclafani on Apr 16, 2013 9:55:00 AM


By Ray Sclafani

 

In this moment, we stand together with our nation and our president to mourn and honor all those who lost their lives, or were injured, during the appalling events in Boston yesterday. The Boston Marathon is the world's oldest annual marathon, with 28,000 runners representing athletes from every US state and more than 90 nations. We join the world in its revulsion towards this senseless act of horror.

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

Topics: ClientWise

Happy New Year...from Ray Sclafani and the ClientWise Team

Posted by Ray Sclafani on Dec 31, 2012 10:27:00 AM

 

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

Topics: ClientWise

ClientWise Welcomes New Team Member: Sophia Harbas

Posted by Joe Del Bene on Oct 1, 2012 8:59:00 AM


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

Topics: ClientWise