contacts into sales.
Articles About Clientwise
A template to guide financial advisors to audit their organization and their surrounding environment.
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How to make clients feel you are irreplaceable.
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Get to know Ray Sclafani and learn why Christopher Jordan decided to be coached
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The key to a successful practice can be simply getting out of the way.
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Tips on making the most out of your face time with prospective clients.
How to orchestrate a strong team and leverage your team as an asset
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Leverage your client’s impressions by taking their feedback and using it effectively
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“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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The two aren’t in opposition with one another, so why not use both to drive the planning process?
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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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