Wholesaler Success Story

Helping a Top Sales Professional Expand His Reach

ClientWISE recently began coaching a regional wholesaler in New York. While our client was already a senior vice president and top sales professional, we helped him take his business to a whole new level. Here's his story:

"I am a top-3 wholesaler at my asset management firm. Having been trained and managed by many over the past 15 years, I found it hard to find a manager that could take me to the next level. Hiring ClientWISE has been a smart choice. The coaching and mentoring has been perfect for me because they truly understand my role having "carried the bag." I've heard a lot about coaching and was unsure of the impact it would have on my business. Over the past 90 days, my run rates are up 24% and I've exceeded my firms' goal. Most importantly, I'm making more money and feel more organized than ever before because of the coaching!"
—senior vice president and regional wholesaler, New York, NY