Business Coaching for Financial Advisors

business-coachingOur ability to provide sound industry knowledge through the powerful lens of a coaching partnership is unmatched, and this combination solidifies the ClientWise advantage.

The ClientWise team personally matches each financial advisor with a highly trained coach based on his or her individual goals and preferences.Each coaching program is distinctively tailored to match the advisor’s objectives, through services ranging from individual and team coaching, workshop facilitation, team facilitation, and coaching skills training.

This coaching process is coupled with our original ClientWise practice management content, which is developed from in-depth research by industry experts in both coaching and financial services. These proprietary tools and databases, including The ClientWise Benchmark Assessment Report ™ and The ClientWise Coach Insights Database ™, contain best practices from leading professionals and access to the most significant financial trends and influences worldwide.

ClientWise provides several coaching programs for solopreneurs and teams. In addition to partnering with a hand-selected, ICF certified coach, each program provides access to our proprietary ClientWise Benchmark Assessment Report (BAR)™, our monthly success forums, and our weekly tips and tools.

SOLOPRENEUR

  • 18 coaching sessions
  • 6-9 months
  • Includes access to our online e-learning platform, The ClientWise eXchange™, which contains original content created from in-depth industry research
 
ADVISORY TEAMS & ENSEMBLES
  • 24 coaching sessions
  • 12 months
  • For advisory ensembles, duration and number of sessions varies based on need and are individually customized for each ensemble
  • Includes access to our Practice Management Content eLibrary, which contains original content created from in-depth industry research
 
ADVISORY FIRMS
  • Individually customized for each firm
  • Duration and number of sessions varies based on need
  • Includes access to our Practice Management Content eLibrary, which contains original content created from in-depth industry research

Practice management areas are listed below and additional topics are available upon request:

  1. Client Acquisition & Marketing
  2. Building Client Advocates & Generating Referrals
  3. Building Your Network of Professional Advocates & Centers of Influence
  4. Seven Steps to Developing a High Performance Team
  5. Strategic Planning & Goal Setting

 

ADDITIONAL TOOLS & ASSESSMENTS

The following tools and assessments are available to financial professionals and teams alike, and can be used on their own or in conjunction with the services listed above.

  • ClientWise Practice Management Content eLibrary™
  • The ClientWise 360 Team Assessment™
  • DISC Assessment™
  • The ClientWise Benchmark Assessment Report (BAR)™