Experienced Professionals Focused on Results
ClientWise is a full-service financial advisor business coaching firm that helps you optimize growth, maximize revenue and manage risk across your enterprise. Our specialty is the professional development of industry leaders, which includes advisors, wholesalers, managers and executives.
We are distinguished by:
- Primary research: We focus on the developmental needs of financial advisors and wholesalers, as well as important changes in their marketplace.
- Client-specific solutions: Through needs analysis and a blending of group learning and one-on-one coaching, we identify and address the needs of each professional.
- Continuous learning designs: To ensure mastery and retention of skills, our programs incorporate periodic performance assessments backed by expert feedback and ongoing reinforcement and support.
- Subject matter expertise: Our deep knowledge of practice development enables us to consult on a wide range of issues, including practice growth, profitability, work-life balance, communication, conflict resolution and team effectiveness.
- Bottom line results: As critical practice-building skills are efficiently developed and mastered, we believe we are able to consistently deliver value beyond client expectations.
- Client service: We make a point to truly understand your goals, special interests and expectations. Our vision is to provide the highest quality of personalized service while delivering promised results.