ClientWise LLC

Is your Mission Statement making an impact? A powerful Mission Statement should be short, memorable, and reflect your firm’s unique values. Think about what drives you and your team each day. Read the newest article from The ClientWise blog for 25 powerful six-word mission statements. https://hubs.la/Q030lB0P0 #TheClientWiseBlog #Leadership #MissionStatement #Impact

The holiday season offers us a special moment to reflect on the past year's milestones and cherish time with loved ones, while embracing the promise of a new year filled with opportunities for growth, both professionally and personally. From all of us at the ClientWise, we extend our warmest wishes for a safe, joyful, and peaceful holiday season!

Failures in the advisory world come in all shapes and sizes. Sometimes, they’re relatively small setbacks like a client review that doesn’t hit the mark. Others are more substantial, such as missed quarterly revenue goals or strategic partnerships that yield no referrals. Each, however, can serve as a catalyst for future growth when you and your team use the following framework: Step 1: Reflect with Radical Honesty Step 2: Identify the Core Lesson Step 3: Adjust and Adapt Step 4: Reframe and Celebrate As you reflect on past setbacks, what specific processes or actions can you establish to ensure your team draws meaningful lessons and strengthens resilience? Listen to the newest episode of Building The Billion Dollar Business here https://hubs.la/Q02_WfjD0 or on your preferred podcast streaming platform. #BuildingTheBillionDollarBusiness #FailuresIntoFuel #Growth #FinancialAdvisorCoach #FuturePlanning #TeamDevelopment #Business

In a world overflowing with choices, it’s easy to feel overwhelmed. But remember, more options can lead to confusion and missed opportunities. High-performing leaders thrive by prioritizing what truly matters. Ask yourself: Which goals align with your vision? What can you say “no” to? Focus your energy on fewer, impactful initiatives, and watch your team soar! https://hubs.la/Q02_tR1R0 #Leadership #Focus #TheClientWiseBlog #FinancialAdvisorCoach

Ready to take your year-end reviews to the next level? Download our complimentary guide of future-focused client questions to explore their goals and priorities more deeply, uncover new opportunities, and build greater trust. It's an invaluable tool for enhancing your reviews, inspiring meaningful action, showcasing the value of your firm's advice and guidance, and reinforcing your shared achievements. Download here https://hubs.la/Q02_vZ4p0 #ClientEngagement #FinancialAdvisorCoach #Year-End #ClientReviews

Finding the right CEO means looking for a leader with the experience, leadership ability, and cultural fit required to guide your firm. However, the demand for this type of high-caliber leadership is high, so expect the compensation to be commensurately high. In the newest episode of "Building The Billion Dollar Business", Ray Sclafani provides the seven essential qualities to look for in a CEO who can lead your firm toward its next growth stage while preserving its core values and culture. Listen here or on your preferred podcast streaming platform https://hubs.la/Q02_57LP0 #BuildingTheBillionDollarBusiness #FinancialAdvisorCoach #Podcast #CEO

A big congratulations to Sarah Luther and her new husband, Jason, on their beautiful wedding this past weekend in Pittsburgh, PA! Several members of the ClientWise team had the joy of celebrating this special day with dancing, laughter, and even a surprise visit from Santa Claus! 🎅 It was a memorable day filled with love, holiday cheer, and lots of fun. Wishing Sarah and Jason a lifetime of happiness and joy as they embark on this new chapter together! Shawn Elder Helene Mazur, MBA, PCC Sophia Harbas Jerilynn Hallett Ray Sclafani Kelsey Nicholas Valerie Kingland

Year-end reviews aren't just a checkbox—they're your golden opportunity to strengthen client relationships and showcase your expertise. From creative tax strategies to legacy planning and investment adjustments, here are the top 10 conversations to have with your clients before 2025 kicks off. Ready to elevate your year-end reviews? Download our complimentary guide for future-focused/open-ended client questions! https://hubs.la/Q02-H_Kv0 #FinancialAdvisors #YearEndReviews #ClientSuccess #FinancialAdvisorCoach #ClientEngagement #TheClientWiseBlog

Are practice management insights being delivered to your inbox every Friday? The ClientWise Blog delivers expert insights, actionable tips, and industry trends tailored for financial advisors and team members. Subscribe today to keep your practice growing and thriving—right from your inbox Subscribe ➡️ https://bit.ly/4gjhxOb #PracticeManagement #Blog #FinancialAdvisorBlog #FinancialAdvisorCoach #WeeklyInsights

What steps will your firm take to set and achieve a 10% inorganic growth target in 2025—without relying on market performance or M&A—and how will you hold your team accountable throughout the process? Listen to this weeks episode of "Building The Billion Dollar Business" where Ray Sclafani dives into three actionable tactics that you should tackle before year-end https://apple.co/3Vmu4bs #Podcast #BuildingTheBillionDollarBusiness #FinancialAdvisorCoach #OrganicGrowth #InorganicGrowth