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Leadership (6)
Best ‘Back to School’ Tips for Financial Advisors
Whenever I think about “back to school” two things happen. First, I remember how excited I used to get to buy all my new school supplies for the year, and then I...
Financial Advisors! Take The Wheel... It's Time To Drive Your Business
If you are like most financial advisors you started in the business with one or two clients and over the years have worked really hard to add new names to your client...To Plan for Succession or To Determine Enterprise Value?
As advisors you are tasked with the job of measuring value: The value of assets, the value of a trade, the value you bring to your relationships with your clients. But...
Leverage LinkedIn, Connecting with Competitors & Upgrading to Premium
As LinkedIn becomes an increasingly popular source for client referrals, advisors are getting more serious about how to use it as a resource. We’re frequently asked...Think Like A CEO, Not a Top Producing Financial Advisor
As a financial advisor leading a team, or even a small staff, your responsibilities are often more like those of a CEO leading a company rather than those of a high...Top 5 Areas of Focus for Financial Advisory Teams
At ClientWise, we’re frequently approached by clients looking for that one “fix” that’s most crucial to their success. While as a rule we don’t believe in a “secret...
Better Results Through Partnership
When I started in financial services over 28 years ago, most firms hired financial advisors—who were then referred to as “brokers” or “insurance agents”, even “special...
Credentials...Are You a Journey Learner or Hungry for Alphabet Soup?
Financial advisors often approach our coaches inquiring about whether or not they should sit for a particular credentialing exam. We hold credentialing in very high...Financial Advisors! Here are the 5 Hidden Benefits of Great Leadership
For many financial advisors it’s easy to fixate on the amount of money coming in. But it’s crucial to realize that money isn’t the driving factor for everyone around...
Is Your Strategic Mindset Out of Shape?
If you’re like many successful advisors who come to our offices, you probably have an innate ability to run your firm. In all likelihood you spent a considerable amount...
I'm not the Shell Answer Man
Post written by Mitch York - A ClientWise Professional Certified Coach (ICF) An age-old conundrum in coaching is that some clients believe the coach will give them The...
Financial Planning: The Future of Your Wealth
Guest blogger and economist Matthew T. Shafer helps ClientWise and the financial professionals and investors in our network understand the future of their wealth in an...
How Millennials Can Save the Financial Services Industry
Much has been written about the “graying” of the financial services industry: The median age of the 300,000+ financial advisors in the USA is about 50. 21% of advisors...
Expert Financial Advisors, Tim Tebow, and the 10,000-Hour Rule
Are you an expert financial advisor? This is not a casual question. To the extent that you are able to look a prospective client in the eye and say with supreme...