A Guide to Defining Your High-Performing Team™: A 12-question guide to defining your unique high-performing team
You've Been Framed: How to Reframe Your Wealth Management Business and Renew Client Relationships
Written by Ray Sclafani, the founder of the premier coaching and training company serving the financial services industry, ClientWise, this hands-on guide gives you everything you need to ensure the public sees your company according to your desired frame and not one they’ve constructed. Whether you want to sell your firm for the greatest return or watch it prosper in the hands of a successor, this tested and perfected five-step system walks you through creating a powerful new frame to meet the goals for your practice by:
Picture how good your business can look after a conscious reframe.
For many financial advisors looking to "reframe" themselves, navigating a transition from a smaller financial advisory practice to a larger team-focused wealth management practice can pose many challenges. Click here to set up a call with your designated Relationship Manager to learn how ClientWise can partner with you!