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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...
Shoulda-Woulda-Coulda: Turn Your Regrets into Big Opportunities
"I wish that I were more successful…" "If only I had gotten my CFA…" "I should have gone independent…" "I wish that I could spend more time with my family…" "Where would...
Honoring Rev. Dr Martin Luther King Jr.
Today is the day that we honor the memory of Rev. Dr Martin Luther King Jr. Across the nation, church services, tributes and other events will be held to memorialize the...
Geo. Washington, Thanksgiving, and Enjoying Our "Temporal Prosperity"
On Thanksgiving Day in past years, this blog has noted the contributions of Sarah J. Hale and Abraham Lincoln towards our national holiday. After a 36-year campaign of...
Thank You Veterans!
ClientWise would like to pause for a moment, and thank the millions of veterans who have served our country.
Financial Advisors: Does Your Client Service Hijack Your Schedule?
(This post is authored by Jeff Staggs, a ClientWise coach and Master Certified Coach.) We notice that many financial advisors, including some very successful financial...
Financial Advisors: Staying Focused in an Unruly, Distracting World
Have you found the recent headlines distracting? Do you feel that you are spending too much time following the maddening back-and-forth that is emanating from our...
Financial Advisors: How to Stay Organized, Disciplined, and Focused
Good morning! Good afternoon! Good evening! And welcome to Q-4, 2013!Financial Advisors: 3 Easy Steps That Integrate Workshop Learning
Have you ever attended a brilliant seminar or workshop that is filled with achievable and beneficial ideas that you’d like to employ…only to return to your office...