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.
ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.
Topics: Business Development, Goals
ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.
Topics: Goals
In previous posts, (here…here…here…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.
ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.
Ok…it’s kinda cheesy using the Usain Bolt simile. But, the man is fast! Best-named sprinter ever too.
ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.
Topics: Goals
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.]
ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.
Topics: Coaching, Organizing Priorities, Goals, Change
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
ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.
Topics: Organizing Priorities, Goals
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.
ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.
Topics: Goals
ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.
Topics: Goals
At ClientWise, our tagline is “Get clear. Get focused. Get results.” Sounds simple enough, doesn’t it?
ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.
Topics: Organizing Priorities, Goals
ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.
Topics: Business and Operations Management, Goals
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:
ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.
Topics: Organizing Priorities, Goals
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.
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
ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.
Topics: Goals
ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.
Topics: Goals
ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.
Topics: Goals
ClientWise is the premier business and executive coaching firm working exclusively with financial professionals.
