The ClientWise Blog

Curated Content for Financial Leaders (Week of August 17)

Posted by Ray Sclafani on Aug 14, 2020 3:34:35 PM

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Each of these important articles and podcasts have been thoughtfully curated, timely, and helpful for you and your team.

Clara Shih gets Salesforce to cough up RIA CRM data and venture cash to charge up Hearsay after 2.0-model upstarts draw a target on her back | RIABiz
Will the Salesforce Hearsay Social pairing change the CRM game for the RIA community and drive greater adoption of Hearsay?

Your To-Do List Is, in Fact, Too Long
Productivity Matters!

Unlocking Us with Brené Brown
Listen to Brené on Anxiety, Calm + Over/Under-Functioning - Great insights for CEOs and leaders of wealth advising businesses.

A Legacy of Uncommon Kindness and Shared Ownership Helped Build a $1.5 Billion RIA | RIAIntel
Max Weldon Greer Jr.’s example of how sharing creates legacy, too! Excellent case study.

State Attorneys General, Others Say DOL Fiduciary Proposal Falls Short | Wealth Management
Keep up with this ever evolving fiduciary dialogue.

How to Prospect Effectively- and Respectfully- During the Coronavirus
Prospecting has changed during Covid-19 and the best are getting better at attracting new clients.

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Topics: Leadership, Crisis