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Leadership (5)
7 Simple Ways to be An Exceptional Financial Advisor
“In a time of universal deceit, telling the truth becomes a revolutionary act.” - George Orwell Financial Advisors get a bad rap, and much of it is unjust. While we...
How Do You Rate as a Leader?
Years of accumulated research has taught us a simple, irrefutable fact. The most effective team leaders guide and manage from within the team structure rather than...
7 Tips To Make Your Client Meetings More Memorable
Depending on the size and scope of your practice, you likely only have one or two face-to-face meetings with each client annually. That fact makes those interactions...What We Know About “The Best” Financial Advisors
Great success doesn’t just appear out of thin air. It’s difficult to achieve and takes patience, time, and focus. While many advisers in varying situations can...
Key CEO Behavior #26: Meaningful Individual Goals
Financial advisors work in financial services, but this doesn’t mean they are motivated entirely by finances… or at least it shouldn’t. Your work should have meaning to...
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,...
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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...