The ClientWise Blog

Online Collaboration Tools

Posted by Ray Sclafani on Jul 1, 2020 4:53:59 PM

Bringing the best out in your team during challenging times.

While compliance requirements may limit some financial advisory firms from using certain technologies, online collaboration tools have quickly gone from useful conveniences to mission critical applications in a matter of weeks. From Zoom video conferencing to DropBox file sharing, Google Docs collaborative editing, Basecamp project management, and WorkBoard OKR software, advisors are relying more and more heavily on collaborative tools to keep your businesses running efficiently.

As we all collectively go through a process of totally reinventing our workplace, processes and service delivery models – with a clear understanding that working virtually will most likely be a long-term rather than a short-term solution – it’s going to become increasingly critical to facilitate and streamline team communications.

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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, Team Development, Team Engagement

Stay social, my friends!

Posted by ClientWise on May 15, 2020 4:01:35 PM

By now, we’re all more than a little burned out on Zoom meetings, virtual client reviews, and the seemingly endless litany of daily and weekly online check-ins and team meetings. These virtual get-togethers, which only a few months ago were an interesting novelty, have now become so ubiquitous that it can be incredibly challenging to remain engaged and energetic as you sit in front of your phone or laptop staring at “people in boxes” like the opening theme of The Brady Bunch.

We humans are highly social animals. We crave personal connection; something that given the current state of the world is difficult at best. Yet given the current market volatility and uncertainty, it’s easy to get so focused on managing your clients’ financial health that you forget to pay enough attention to their emotional health – as well as the social health of your team.

If you aren’t already, consider taking a little time to turn one of your weekly online team meetings (perhaps Thursday or Friday afternoons) into a virtual happy hour where everyone can turn off their business minds for a while and simply re-connect with each other on a more personal level. You might also want to seriously consider doing the same with clients once or twice a month – bringing them together online with your team to simply chat about how everyone’s bearing-up while sheltered in place.

Here at ClientWise, we’ve even created a way for you to spice up your next happy hour with our Online Happy Hour Menu. Whether your preference is a crisp Quarantini or an Isolation Old Fashioned, rest assured that we’ve got your next COVID-19 soiree covered.

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

Topics: Team Engagement