The ClientWise Blog

Forward-Thinking Financial Advisors: 7 Steps to Playing a Bigger Game

Posted by Chris Holman on Nov 13, 2013 10:29:00 AM


With the breadth of commentary that is available on the internet to financial advisors and entrepreneurs, Chris Brogan is among the more astute and thought provoking. (@chrisbrogan) is the publisher of Owner Magazine, and and the president and CEO of Human Body Works, a publishing and social media company. He also dispenses frequent insights with respect to the entrepreneurial mindset and human potential.

 

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

Topics: Business Development, Goals

3 Tools that Get Financial Advisors Clear and Focused Right Now

Posted by Chris Holman on Oct 8, 2013 2:44:00 PM

 

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

Topics: Goals

Financial Advisors: Re-Commit to Your Goals

Posted by Chris Holman on Sep 17, 2013 12:57:00 PM


In previous posts, (hereherehere…and here) we’ve commented on the 12 weeks between Labor Day and Thanksgiving. By our observation, financial advisors who excel during this period, tend to do exceptionally well through the remainder of the entire year.

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

Topics: Coaching, Planning, Goals

How Financial Advisors Can Channel Their Inner Usain Bolt

Posted by Chris Holman on Aug 23, 2013 11:06:00 AM


Ok…it’s kinda cheesy using the Usain Bolt simile. But, the man is fast! Best-named sprinter ever too.

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

Topics: Goals

Facing Change! How Successful Financial Advisors Move Forward

Posted by Chris Holman on Mar 19, 2013 11:15:00 AM

Change!


When Bob Dylan wrote, “The Times They Are a-Changin'” in 1963, financial advisors were still referred to as the “customer’s man”. A customer’s man was essentially an order clerk who transmitted customers' orders, made sure that the orders were executed, and reported the execution to the customer when the trade was filled. Today, “customer’s man” is a quaintly chauvinist expression that does not nearly convey the roles, responsibilities and skillsets of today’s most successful financial advisors.

 

[My apologies to Bob Dylan. When he wrote that you better start swimmin’ or you’ll sink like a stone, it is unlikely that he was referring to future changes in the financial services industry.]

 

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

Topics: Coaching, Organizing Priorities, Goals, Change

Improve productivity and catch up to your goals. (Free toy inside!)

Posted by Chris Holman on Mar 2, 2013 7:20:00 AM


Today, March 2nd, is the 61st day of the year.

Does it sound like a cliché to observe that it seems as if the year is flying by?

As I reflect upon this, and realize that 17 percent of the year is already done/finished/kaput, the emotional part of me wants to become really, really anxious about the goals that I set for myself for the year, and what I have yet to do.

 

Yet, the balanced and objective part of me says, “Not so fast. It’s way too early to freak out!”

You see, I can rationally also draw an analogous comparison to some of my most productive weeks EVER…which happened to be shortened, four-day workweeks.

Taking the analogy even further, I also recall that some of my most productive days happened when I came in only for a half-day, e.g. working in the morning on a day where I was leaving for vacation in the afternoon 

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

Topics: Organizing Priorities, Goals

Financial Advisors: Are your goals bold…or boring?

Posted by Chris Holman on Feb 19, 2013 2:41:00 PM

 

I’m reading a terrific new book, Challenging Coaching, written by John Blakey and Ian Day.

One of their most eye-opening chapters is on goal setting. They lay out a provocative premise. Traditional goal setting models, e.g. SMART goals, are rational, linear, commonsensical approaches to defining objectives and goals. Yet, in their view, SMART goal setting lacks an emotional heart. As such, SMART goals are neither transformative nor courageous.

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

Topics: Goals

Beyond SMART Goals: Will your goals help you achieve great things?

Posted by Chris Holman on Feb 5, 2013 2:24:00 PM

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

Topics: Goals

Use the Professional Advisory Model™ to Dial Up Your Business Plan

Posted by Chris Holman on Jan 10, 2013 11:05:00 AM

At ClientWise, our tagline is “Get clear. Get focused. Get results.” Sounds simple enough, doesn’t it?

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

Topics: Organizing Priorities, Goals

Financial Advisors: 10 Ideas to Spark the Business Planning Process

Posted by Chris Holman on Dec 5, 2012 11:17:00 AM

 

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Topics: Business and Operations Management, Goals

The 3 Critical Goal-Setting Behaviors of Elite Financial Advisors

Posted by Chris Holman on Sep 18, 2012 10:31:00 AM


ClientWise research shows that goal setting is a key value-driver with respect to top-performing financial advisors and their financial advisory practices. We have observed that the best financial advisors practice three simple, yet critical, behaviors:

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

Topics: Organizing Priorities, Goals

The Key Ingredient to Your Business Plan: Your Strategic Vision

Posted by Chris Holman on Aug 14, 2012 10:22:00 AM


In the past 15 years – since shortly after it’s IPO – Amazon stock has returned 36.08 percent on an average annual return basis. That’s impressive and due at least in part to the strategic vision of Amazon founder and CEO Jeff Bezos, who has focused on the long-term picture since before the company went public.

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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, Organizing Priorities, Goals

Swimming After a 33-Year Dream

Posted by Chris Holman on May 31, 2011 12:09:00 PM


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Topics: Goals

Time, Money, & Happiness

Posted by Chris Holman on Apr 26, 2011 10:59:00 AM


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

Topics: Goals

Big Hairy Audacious Goals

Posted by Chris Holman on Mar 15, 2011 12:06:00 PM


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

Topics: Goals