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The ClientWise Blog

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Leadership (5)

6 Techniques To Maximize Your Relationships with Key Influencers

One of the most rewarding aspects of coaching financial advisors is realizing how the measures we use to create progress in the coaching relationship can also be used by...

The Digital Advocate: Your Online Centers of Influence

LinkedIn has become more and more popular amongst financial advisors over the last few years. Even the big wirehouse firms have advisors creating a LinkedIn presence...

Not All Referrals are Created Equal. Can You Recognize The Difference?

As we move around the Professional Advisory Model (PAM) ™, our focus for March and April will highlight our client and professional engagement models, which we...

Who’s in Your Room?: The Importance of Who's On Your Team

I recently read a book by Stewart Emery, Ivan Misner & Rick Sapio, called Who’s in Your Room? It essentially asks the question: What do the people you keep around say...

Build an Advisory Team: What is Common Intent And Why is it Important?

A commonality amongst all teams is the need for a leader who exhibits CEO-like behaviors. What ClientWise has discovered in our team-focused coaching approach is that,...

How to Refresh Your Wealth Management Team in 2015

The beginning of the year is an exciting time, especially after the close of a successful previous one. All too frequently however, we simply “reconfigure” our strategic...

The Best Leadership Books from 2014

Team Leadership is an incredibly important and in-depth topic in today’s world. It’s so important to our financial advisor clients that most of the workshops we hold at...

The Honest Conversation that Financial Advisory Teams Need to Have

Working as a true financial advisory team requires a certain amount of vulnerability and a ton of honesty on your part as the leader. It means letting go of some of the...

7 Mistakes Financial Advisory Teams Will Make in 2015

Bringing together a financial advisory team is a huge endeavor and very often a differentiator between solo advisors with moderate success and those who decide to team...

Pay It Forward: Helping Financial Advisors Help Their Clients

One of our latest blogs, 6 Essential Coaching Skills that ALL Financial Professionals Must Have I outlined the ways in which coaching is explicitly different from...

6 Essential Coaching Skills that ALL Financial Professionals Must Have

As the premiere coaching company serving financial professionals, ClientWise has several key objectives to accomplish simultaneously. The first and, in many respects,...

The Biggest Oversight Financial Advisors are Making for their Future

We work with a lot of financial advisors who are in a building phase for their businesses. If anything, they are preparing to join existing financial advisory teams, or...

Part III: Changing Your Mindset Can Change Your Business

The last two ClientWise blogs have gone into depth about how changing your mindset about what you do and who you are can change your business for the better. We’ve...

Part II: How Changing Your Mindset Changes Your Business

Since we’ve partnered with Summit Media to launch our joint workshop “Building the Billion Dollar Business™,” ClientWise has been focusing specifically on helping...

Financial Advisors: How Changing Your Mindset Changes Your Business

Are you in the 38% of financial advisors who consider themselves business owners over advisors, or do you fall in the larger category of the 62% of financial advisors...