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The ClientWise Blog

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Coaching for Financial Advisors

Coaching? Now? Are you serious?

You’re the CEO of a successful RIA. You’ve grown the business from a fledgling operation to a thriving firm with a talented team of skilled planning and investment...

Continue Your Education with Coaching Skills

Most successful financial professionals possess the technical skills and qualifications necessary to help their clients and colleagues maneuver in a fast-changing market...

Top 10 Secrets of the Best Financial Advisors in the Business

What is that “secret sauce” that enables Advisor A to take a $10MM AUM solo practice and build it into a $1+ billion multi-advisor business, while Advisor B with the...

Creating a Positive Wealth Management Team Culture

We focus so much on acquisition, portfolio management, client issues and day-to-day operations that we rarely have time to sit back and take stock of the state of our...

Team Development Exercises for Wealth Management Advisors

Successful wealth management is a team concept and not an independent function. In order for the client’s work to get done, you need a team that willingly engages in the...

Quantifying the Value of Elite Wealth Management Teams

Here at ClientWise, we often talk about the vital importance of “teaming.” We believe teaming is the future of the financial advisory business – allowing you to better...

Better Understanding Your Financial Advisory Team...

Many financial advisors come to ClientWise seeking the partnership of a coach as they go through the process of growing their teams. While they may need help with the...

Executing with Strategy

We’ve all heard that genius is one percent inspiration and ninety-nine percent perspiration. Clearly, Thomas Edison knew that achieving genius goes well beyond just...

The Power of Listening

I recently heard an inspiring story about a former international tax lawyer. David (name changed for privacy) is currently working to build his own independent practice,...

The Future Client

As coaches we always work in partnership with our clients. We are never, so to speak, one step ahead or guiding our client, because we are never thinking for them, only...

Financial Advisors: Stop Selling & Start Partnering

One of the most challenging aspects of coaching for those who are new to the profession or—as is frequently the case in financial services—those who are accustomed to...

5 Keys to Reaching Team Goals And Having The Best Year Ever

Accomplishing Your Biggest Goals, which includes some really important points about the benefits of things like past failures, setting goals that seem unachievable, and...

The Porcupine in the Room

Have you ever experienced a “coaching moment” where an emotionally charged issue came up for the person you were coaching? In a recent Certified Financial Services Coach...

ClientWise Offers Only ACSTH Approved Course for Financial Advisors

The Certified Financial Services Coach Training Program™, offered by ClientWise, LLC has recently been designated by the International Coach Federation (ICF) as Approved...

A Holiday Package from ClientWise to Prepare Your Team for 2015

They say that the best leaders know how to delegate. At ClientWise we’d argue that the best leaders know how to collaborate. However, part of the challenge of...