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The ClientWise Blog

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Coaching (5)

Lemmings, the Fiscal Cliff, and other Half-Truths

Contrary to popular belief, lemmings don’t hurl themselves off cliffs. And the Fiscal Cliff is more like a hill. However, this hasn’t prevented the collective media from...

Play to Your Strengths: Financial Advisors Learn from Warren Buffett

Warren Buffett is a creature of habit. He lives in the same house that he bought in 1958. He drinks Cherry Cokes daily. He buys great companies, and likes holding them...

Barron’s Assembles an Elite Group of Financial Advisors

Every year, the list of Barron’s Top 100 Financial Advisors offers a snapshot of some of the premier financial advisors in the nation. Published in an issue of Barron’s...

Financial Advisors are Under-Coached

As a leadership tool for elite performers, executive coaching among top executives within Fortune 500 companies is an accepted -- and expected -- best practice. I’ve...

How Financial Advisors Get Organized: The Pause That Refreshes

David Allen is a productivity consultant and management guru, and author of the best-selling book, Getting Things Done. He’s also a success story in his own right. In...

Financial Advisor Coaching: Picking the Right Coach

If you are a financial advisor who wants to enhance the effectiveness of your team, solve challenges that are unique to your practice, or begin thinking bigger about...

13 Strategies to Energize Your Marketing Materials

With respect to marketing for financial advisors, marketing materials are among the necessary tools to expand awareness of their practice, as well as to reach out to...

Sheryl Sandberg to Women Financial Advisors: Own Your Own Success

Sometime this spring, Sheryl Sandberg will join the ranks of the few self-made women billionaires. Oprah Winfrey and Meg Whitman are the other two. (Sandberg's stake...

Financial Advisor Tools for Successful Client Acquisition

Today’s financial advisors understand that they must continue to acquire new client relationships as well as maintain existing relationships in order to survive and...