The ClientWise Blog

Expert Financial Advisors, Tim Tebow, and the 10,000-Hour Rule

Posted by Chris Holman on Jan 23, 2014 9:30:00 AM

 

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 self-confidence and truth, “I believe that you would benefit from our relationship because I am an expert in (fill in the blank)”, is pretty powerful stuff. Indeed, it might be one of the most potent marketing statements that you could ever verbalize or articulate.

 

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

Topics: Learning

Financial Advisors: Dump Your Assumptions About Millennials!

Posted by Chris Holman on Jan 17, 2014 8:47:00 AM


Talk about your Generation Gap! There’s a pretty big one when you look at the demographic bands of the financial advisor community.

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

Topics: Learning, Millennials

6 Steps to Asking for Advice from People Busier Than You

Posted by Chris Holman on Aug 14, 2013 10:43:00 AM


“No man is an island” was originally a meditation by the English poet/priest/barrister, John Donne (1572-1631). In 1964, it was also a hit song by The Lettermen.

The essential truth that no one succeeds solely by themselves and by the dint of their own efforts, is a fact that carries forward today.

Many successful financial advisors, entrepreneurs, and professionals know this reality, and make a point of periodically reaching out to others for advice and assistance. On the receiving end, the busiest-of-the-busiest know this as well. In today’s era of hyper-networking, they get asked for help, favors, and introductions all the time. One renowned and established venture capitalist that I know gets multiple requests like this…daily.

However, reaching out to others who might be casual acquaintances or indeed complete strangers is a real skill that takes some forethought.

Here is some thinking that might help:

 

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

Topics: Learning

5 Good Reads on Listening: A "Secret" Skill for Financial Advisors

Posted by Chris Holman on Apr 6, 2013 8:39:00 AM


“You're short on ears and long on mouth.”…John Wayne


A very Duke-like quote on listening, as spoken by John Wayne as Big Jake. Big Jake wasn’t one of the Duke’s best efforts, although it did give Wayne a chance to act with one of his sons. [The Searchers is often regarded as Wayne’s best film, although he brought home an Oscar with True Grit.]


Listening is a foundational skill for successful financial advisors. One of the interesting things about listening is that it is not a passive activity. Great listening requires intention and focus. For those of you who are interested in upgrading your listening prowess, we share the following five helpful books:

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

Topics: Leadership, Communication, Learning

How Financial Advisors Build Useful Behavioral Momentum with Clients

Posted by Chris Holman on Mar 23, 2013 11:10:00 AM


Each quarter, Russell Market Research compiles the Financial Professional Outlook, the collected opinions of financial advisors from national, regional, and independent advisory firms on topics of market sentiment, advisor/investor conversations, and investor behavior.

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

Topics: Business and Operations Management, Learning, Investing

The 5 Most Popular 2012 ClientWise Blog Posts

Posted by Chris Holman on Jan 8, 2013 10:30:00 AM

 

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

Topics: Coaching, Learning

43 Must Read Books for Successful Financial Advisors

Posted by Chris Holman on Jun 21, 2012 9:14:00 AM


Read any good books lately?

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

Topics: Leadership, Learning

What Financial Advisors Can Learn from the Instagram Founders

Posted by Chris Holman on Apr 17, 2012 12:11:00 PM


No doubt you’ve heard the Instagram fairy tale.

Internet start-up. Not even two years old. Two co-founders in their twenties, Kevin Systrom and Mike Krieger. 12 employees. San Francisco-based. No revenues. A phone call from Mark Zuckerberg, and they end up being acquired by Facebook for $1 billion.

Another digital entrepreneurial cliché, right?

Maybe yes…maybe no.

What is true is that some of the important lessons learned by Wunderkinds Systrom and Krieger, also can apply to financial advisors:

 

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

Topics: Social Media, Perseverance, Entrepreneurs, Learning

19 Financial Advisor Marketing Strategies

Posted by Chris Holman on Mar 6, 2012 9:08:00 AM

 

How should a financial advisor's marketing strategy make them stand out from the crowd?

 

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

Topics: Client Acquisition, Marketing Approach, Learning

Spark your productivity with 19 useful iPad Apps

Posted by Ray Sclafani on Feb 21, 2012 12:05:00 PM


As a techie, I'm often asked what apps I find the most useful and frequently quiz others to find out their favorites. I'm not a big gamer and swore I'd never whirl an angry bird. Wrong. My son thought it might come in handy on my business trip to Australia and he was right.  

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

Topics: Business and Operations Management, Innovation, Learning

Life's Lessons for LeBron and the Heat

Posted by Chris Holman on Jun 14, 2011 11:21:00 AM


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

Topics: Learning