The ClientWise Blog

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... 
 
 
 
 
 
 
 
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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...
 
 
 
 
 
 
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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

 
 
 
 
 
 
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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
 
 
 
 
 
 
 
 
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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.

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

Topics: Leadership, Adversity, Crisis