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The ClientWise Blog
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Coaching (2)
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...
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How to Refresh Your Wealth Management Team in 2015
The beginning of the year is an exciting time, especially after the close of a successful previous one. All too frequently however, we simply “reconfigure” our strategic...
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...
Gratitude for Your Partnership with a Few Fun Facts
The opportunity to coach and work with the nation’s top financial advisors and financial professionals has given ClientWise much to be thankful for almost 9 years now....Honoring Our Veterans & Active Duty Military
Veterans Day is an incredibly important day for our nation, because it marks an opportunity for us to celebrate the sacrifices made by those individuals who protect our...
Pay It Forward: Helping Financial Advisors Help Their Clients
One of our latest blogs, 6 Essential Coaching Skills that ALL Financial Professionals Must Have I outlined the ways in which coaching is explicitly different from...6 Essential Coaching Skills that ALL Financial Professionals Must Have
As the premiere coaching company serving financial professionals, ClientWise has several key objectives to accomplish simultaneously. The first and, in many respects,...
How to Gain Return on Your Values
In business you can’t rest on your laurels; there are no guarantees. Ethical standards and staying on one’s toes are a basic requirement to sustaining a competitive...Joint Venture Provides Cutting Edge Workshops for Financial Advisors
We’re thrilled to announce that we have recently partnered with ThinkAdvisor, a company equally committed to helping financial professionals access industry knowledge...Unveiling the ClientWise Research Approach
At ClientWise, we pride ourselves on the fact that every opportunity in which we engage is a learning opportunity. In fact, we provide the same opportunity for...