Articles About Clientwise

The ClientWise Professional Advisory Model™

A template to guide financial advisors to audit their organization and their surrounding environment.
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Amazing Relationships

How to make clients feel you are irreplaceable.
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With Ray Sclafani of Clientwise

Get to know Ray Sclafani and learn why Christopher Jordan decided to be coached
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The Zen of a Successful Practice

The key to a successful practice can be simply getting out of the way.
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Make the Most of Face Time

Tips on making the most out of your face time with prospective clients.

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Building a Strong Supporting Cast

How to orchestrate a strong team and leverage your team as an asset
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Client Feedback Guides Advisors

Leverage your client’s impressions by taking their feedback and using it effectively
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How to Get Your Team on Target

“Leadership is the ability to decide what is to be done and then get others to do it,” Dwight D. Eisenhower once said. Unfortunately, most of us are far better at deciding what needs to be done than at enlisting others in our vision.
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Emotion + Logic = New Client Relationships

The two aren’t in opposition with one another, so why not use both to drive the planning process?
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Impressionists

There’s plenty that’s out of your hands, but you can control your appearance and that of your staff, your office’s layout, and the client experience.
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