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Team Development (11)
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...Consider This Before Teaming up with Another Financial Advisor
At ClientWise we work with a lot of financial advisors who are either considering partnering, or in the process of partnering, with another advisor. The temptation is...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...
Letting Go to Grow - Team Building for Financial Advisors
Often in life and in business we’re faced with the challenge of letting go of old belief structures in order to create the space necessary to make room for new ones that...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...4 Team-Building Takeaways from Google’s Hiring Standards
I recently read a NYT op-ed piece about Google’s hiring process called “How to Get a Job at Google.” It got me thinking about how we coach financial advisors to engage...
4 “Magical Solutions” That Top Financial Advisors Have in Common
If you’re a financial advisor, or part of a financial advisory team, and someone could offer you a “magical solution” that could more than double your business…what is...
Employee Onboarding for Financial Advisors Beyond “Sink or Swim”
By its history and character, the financial advisory industry is imbued with a Darwinian survival-of-the-fittest attitude. One question though, especially if you are a...
How Financial Advisor Teams Identify and Resolve Conflict: Part II
The following is Part II of this blog post, and is a real-life example, pulled from the ClientWise files (with client approval). To protect the anonymity and...
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...