The ClientWise Blog

For Financial Advisors, the Grass is NOT Always Greener

Posted by Chris Holman on Apr 24, 2012 11:27:00 AM


Earlier this month, we highlighted seven blogs that we enjoy, and are written by financial advisors, “7 Financial Advisory Blogs that Rock”. One of these was the “Wall Street Journal Financial Advisor Blog”.

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, Entrepreneurs

What Financial Advisors Can Learn from the Instagram Founders

Posted by Chris Holman on Apr 17, 2012 12:11:00 PM


No doubt you’ve heard the Instagram fairy tale.

Internet start-up. Not even two years old. Two co-founders in their twenties, Kevin Systrom and Mike Krieger. 12 employees. San Francisco-based. No revenues. A phone call from Mark Zuckerberg, and they end up being acquired by Facebook for $1 billion.

Another digital entrepreneurial cliché, right?

Maybe yes…maybe no.

What is true is that some of the important lessons learned by Wunderkinds Systrom and Krieger, also can apply to financial 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: Social Media, Perseverance, Entrepreneurs, Learning

What Motivates You?

Posted by Chris Holman on Aug 6, 2010 10:52:00 AM


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: Entrepreneurs

The Charmed Life

Posted by Chris Holman on Mar 3, 2010 8:09:00 AM


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: Entrepreneurs

Snail Mail: Not Dead Yet

Posted by Ray Sclafani on Jan 21, 2010 10:11:00 AM


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: Entrepreneurs

Baby Boomer Entrepreneurs

Posted by Ray Sclafani on Sep 1, 2009 9:01:00 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: Entrepreneurs

The Secret Sauce for Entrepreneurial Success

Posted by Ray Sclafani on Aug 25, 2009 10:00:00 AM


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: Entrepreneurs