The ClientWise Blog

Curated Content for Financial Leaders (Week of August 31)

Posted by Ray Sclafani on Aug 28, 2020 2:48:29 PM

 
 
Each of these important articles and podcasts have been thoughtfully curated, timely, and helpful for you and your team.

Read More

Enjoyed this article? Click here to subscribe!

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

Topics: Leadership, Crisis

Curated Content for Financial Leaders (Week of August 24)

Posted by Ray Sclafani on Aug 21, 2020 3:49:52 PM

 
 
Each of these important articles and podcasts have been thoughtfully curated, timely, and helpful for you and your team.

Read More

Enjoyed this article? Click here to subscribe!

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

Topics: Leadership, Crisis

Curated Content for Financial Leaders (Week of August 17)

Posted by Ray Sclafani on Aug 14, 2020 3:34:35 PM

 
 
Each of these important articles and podcasts have been thoughtfully curated, timely, and helpful for you and your team.

Read More

Enjoyed this article? Click here to subscribe!

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

Topics: Leadership, Crisis

Curated Content for Financial Leaders (Week of July 20)

Posted by Ray Sclafani on Jul 17, 2020 4:52:36 PM

 
 
Each of these important articles and podcasts have been thoughtfully curated, timely, and helpful for you and your team.

Read More

Enjoyed this article? Click here to subscribe!

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

Topics: Leadership, Crisis

Curated Content for Financial Leaders (Week of July 13)

Posted by Ray Sclafani on Jul 10, 2020 11:11:00 AM

 
 
Each of these important articles and podcasts have been thoughtfully curated, timely, and helpful for you and your team.

Read More

Enjoyed this article? Click here to subscribe!

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

Topics: Leadership, Crisis

Curated Content for Financial Leaders (Week of June 29)

Posted by Ray Sclafani on Jun 26, 2020 3:56:58 PM

 
 
Each of these important articles and podcasts have been thoughtfully curated, timely, and helpful for you and your team.

Read More

Enjoyed this article? Click here to subscribe!

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

Topics: Leadership, Crisis

Curated Content for Financial Leaders (Week of June 22)

Posted by Ray Sclafani on Jun 19, 2020 4:18:09 PM

 
 
Each of these important articles and podcasts have been thoughtfully curated, timely, and helpful for you and your team.

Read More

Enjoyed this article? Click here to subscribe!

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

Topics: Leadership, Crisis

Curated Content for Financial Leaders (Week of June 15)

Posted by Ray Sclafani on Jun 12, 2020 3:30:00 PM

 
 
Each of these important articles and podcasts have been thoughtfully curated, timely, and helpful for you and your team.

Read More

Enjoyed this article? Click here to subscribe!

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

Topics: Leadership, Crisis

Moving the Right Financial Levers

Posted by Ray Sclafani on Jun 4, 2020 11:31:20 AM

Moving the Right Financial Levers

Avoid permanent outcomes to temporary problems

Unlike countless retail, manufacturing and hospitality businesses, financial advisors should likely emerge from the COVID-19 lockdown in comparatively decent financial shape. Certainly, some clients may become more judicious as to how they utilize your services. Conversely, though, many self-directed investors who’ve enjoyed more than a decade of steadily rising markets may now begin gravitating to professional advisors.

Read More

Enjoyed this article? Click here to subscribe!

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

Topics: Crisis, financial stimulus, employee retention

Curated Content for Financial Leaders (Week of June 1)

Posted by Ray Sclafani on May 29, 2020 2:09:20 PM

 
 
Read More

Enjoyed this article? Click here to subscribe!

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

Topics: Crisis

Twelve Positive Ways the Crisis Will Impact RIAs

Posted by Ray Sclafani on May 5, 2020 1:58:00 PM

 
This weeks research insights, best practices, and fresh ideas on how to lead your clients and your team... 
 
 
 
 
 
 
 
Read More

Enjoyed this article? Click here to subscribe!

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

Topics: Crisis

How to alleviate Zoom fatigue

Posted by Ray Sclafani on Apr 28, 2020 12:00:33 PM

 
This weeks research insights, best practices, and fresh ideas on how to lead your clients and your team...
 
 
 
 
 
 
Read More

Enjoyed this article? Click here to subscribe!

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

Topics: Crisis

How the CARES Act Impacts Your Clients’ Taxes

Posted by Ray Sclafani on Apr 20, 2020 5:01:59 PM

 
 
 
 
 
 
Read More

Enjoyed this article? Click here to subscribe!

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

Topics: Business and Operations Management, Crisis

Effective Investment Charts for Communication with Clients

Posted by Ray Sclafani on Apr 10, 2020 10:20:09 AM

 
"Success is not final, failure is not fatal: it is the courage to continue that counts."
Winston Churchill
 
 
 
 
 
 
 
 
Read More

Enjoyed this article? Click here to subscribe!

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

Topics: Leadership, Crisis

Adversity Gives Rise to Great Leaders

Posted by Ray Sclafani on Apr 9, 2020 2:19:19 PM

Sometimes it’s at the turbulent center of a monumental crisis where true leaders discover their inner strength. Individuals who despite incredible fear and uncertainty found the inner strength to persevere through all the tumult. History is littered with examples; perhaps none so rooted in the American psyche than Abraham Lincoln – a very soft-spoken man from humble origins who somehow managed to hold this country together despite the profound loss of life all around him.

In normal times, an introduction like that would qualify as hyperbole. But as we’re all aware by now, the situation we presently find ourselves in is anything but normal!

As much as your clients want to know that their plan and their portfolio are okay, they also want to know that you and your team are okay. You need to reach out and reassure them that you’re both physically and mentally healthy and fully engaged.

Be self-aware and adaptive

There are seven skills of emotional intelligence – first among those is self-awareness. Take time to ask yourself are you okay and to think about what you’re doing to take care of yourself. Anytime there’s a significant disruption in our day-to-day routines, there’s a tremendous amount of energy required in order to maintain focus, stay organized and remain confident.

Read More

Enjoyed this article? Click here to subscribe!

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

Topics: Leadership, Adversity, Crisis