The ClientWise Blog

Giving Thanks

Posted by Ray Sclafani on Nov 26, 2019 3:04:25 PM

At this reflective time of year, I remind myself that while gratitude is important, it’s in the giving (of our time, talent and treasure) that we best demonstrate our true thankfulness. The poignant and moving words of JFK always come to mind: “As we express our gratitude, we must never forget that the highest appreciation is not to utter words, but to live by them.

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

Topics: Holiday

Celebrating Independence

Posted by Ray Sclafani on Jul 3, 2019 6:59:02 PM

If there’s one holiday that should especially resonate with financial advisors, it’s the 4th of July – a celebration of our nation’s unyielding and relentless desire for self-determination. After all, it was that same fundamental yearning for independence that propelled most of us to take a step into the unknown and launch our own firms.

The allure of independence is extremely compelling – calling all the shots, no more limited payouts, long-term equity ownership and an ability to align the business with your core values and beliefs. But perhaps there’s no stronger case to be made for blazing your own path than the opportunity it affords you to act in an unencumbered fiduciary capacity for your clients.

There’s one particular sentence in the Declaration of Independence which reads:

“But when a long train of abuses and usurpations, pursuing invariably the same Object evinces a design to reduce them under absolute Despotism, it is their right, it is their duty, to throw off such Government, and to provide new Guards for their future security.”

It’s a sentiment (albeit a strongly worded one) that could serve as a “bill of rights” for each and every client who entrusts you with his or her financial future. While your name may not be Hancock, Jefferson, Adams or Franklin, you nevertheless follow in their footsteps by passionately advocating for and acting in the best interest of those whom you serve. This is a truly noble profession – one that directly impacts the lives of the individuals we work with, future generations of their family, and the philanthropic causes they support.

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

Topics: Holiday

Proclamation on Prayer for Peace, Memorial Day, 2019

Posted by Ray Sclafani on May 25, 2019 5:35:55 PM

Regardless of political persuasion, whether red state or blue, there are some messages that transcend politics and provide a rare opportunity to begin salving wounds and healing divisions. At ClientWise, we head into this Memorial Day weekend with the deepest appreciation for those who gave their lives for our country, and a renewed resolve to help reignite the principles of honor and integrity by which these brave men and women lived their lives. I hope we can all come together in support of the following White House Proclamation on Prayer for Peace. 

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

Topics: Holiday

Happy Independence Day from ClientWise

Posted by Ray Sclafani on Jul 2, 2015 4:42:00 PM

 

On July 2, 1776 Richard Henry Lee made a motion for the independence of our country from Great Britain. This inspired John Adams to turn to his wife, Abigail, and say:

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

Topics: History, Holiday

Something Bigger Than Oneself

Posted by Ray Sclafani on May 25, 2015 10:29:00 AM

"A hero is someone who has given his or her life to something bigger than oneself." - Joseph Campbell

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

Topics: History, Holiday

A Holiday Package from ClientWise to Prepare Your Team for 2015

Posted by Alix Purcell on Dec 5, 2014 11:09:25 AM


They say that the best leaders know how to delegate. At ClientWise we’d argue that the best leaders know how to collaborate. However, part of the challenge of transitioning to a leader is learning to let go of certain responsibilities to share them with team members. The same is true of partnering and collaborating with outside entities who can help you develop that team and gain an outside perspective for greater understanding of exactly how your team collaborates.

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

Topics: Coaching, Business and Operations Management, Business Development, ClientWise, Holiday

Gratitude for Your Partnership with a Few Fun Facts

Posted by Ray Sclafani on Nov 27, 2014 9:00:00 AM


The opportunity to coach and work with the nation’s top financial advisors and financial professionals has given ClientWise much to be thankful for almost 9 years now. We’ve rejoiced in seeing leaders and influencers make honest, impactful changes that greatly improve the investor experience and strengthen the fabric of our industry.

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

Topics: History, ClientWise, Holiday

Honoring Our Veterans & Active Duty Military

Posted by Ray Sclafani on Nov 11, 2014 2:37:00 PM


Veterans Day is an
incredibly important day for our nation, because it marks an opportunity for us to celebrate the sacrifices made by those individuals who protect our country and maintain our freedom.  It’s an honor that very few can claim: Less than 10 percent of Americans are veterans, and far fewer, only 1 percent, are currently fighting the War on Terror.

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

Topics: History, ClientWise, Holiday

The Role of Financial Advisors in America's Freedom

Posted by Alix Purcell on Jun 14, 2014 2:46:00 PM



On June 14, 1777 the American flag was adopted as the symbol of our country’s freedom and independence. The 13 red and white stripes symbolize the 13 original colonies, and the 50 stars each represent a state. Even the colors, red for valor and bravery, white for peace and innocence, and blue for vigilance, perseverance, and justice, bear particular significance to the values our country was built upon. This symbol has come to represent so much, that those who hold it dear follow special protocol around wearing, folding, flying and saluting it.

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

Topics: History, ClientWise, Holiday