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 What is the Business Builders Academy™?

Learn more from Ray Sclafani, Founder & CEO of ClientWise

 

 

ClientWise Helps Financial Advisors Achieve Better Business Results:

Designing a Team for Growth

Charlie Prothro & Brian Blair
Prothro Blair Financial 
Wichita Falls, TX
Website
 

On Building Enterprise Value

Ed McGill & Ross Junge
McGill Junge Wealth Management 
Urbandale, IA
Website
 

Balancing Family Life with Help From ClientWise

Jay Kersey, CFP®, AEP®, CFS 
Cincinnati, OH
Website
 

ClientWise Paths To Better Outcomes

Chris Plummer CLU®, ChFC®, CLTC, CFP®, CASL®
Plummer, Daffin & Associates
Cincinnati, OH
Website

Taking Practice to a Whole New Level

Matthew Carrothers, CLU®, ChFC®, CLTC, CFP®, CASL®
Columbus, IN
Website
 
 

Implementing Key-Takeaways in His Practice

Erig Waggoner 
Waggoner Financial Group
East Lansing, MI
Website
 

Being a Lead Advisor on a Team

Christina Meglio
Gatewood-Spalding Wealth Management
Saint Louis, MO
Website
 

Benefits of Team Enrollment

Charlie Prothro & Brian Blair
Prothro Blair Financial 
Wichita Falls, TX
Website
 

Want to find out if the Business Builders Academy™ is a fit

for your wealth management business?  


Connect Now

 
As Featutred In

About Us

ClientWise is the elite financial advisor coaching firm that specializes in helping clients optimize growth and maximize revenue by engaging as a knowledgeable partner in accomplishing specific and significant business results.

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