Our coaching philosophy is client-driven. We’ve created a process around coaching drawn
from the in-depth research we’ve conducted from surveying thousands of top-performing financial advisors. As a result, we don’t seek to impose our methods on advisors; instead, we create a partnership with the advisor in seeking innovative solutions uniquely suited to each individual situation.
Because our advisor coaches are highly credentialed and possess decades of experience working with top executives, successful advisors and thriving advisory teams in the financial services industry, they are unequaled in designing and implementing a coaching program designed for each specific client. We partner with individual advisors, teams, executive leaders and firms to provide a variety of executive coaching solutions.
Executive Coaching for the Financial Service Professional
Partner with a coach around your specific needs as a financial advisor, financial services executive or wealth management team.
Benchmark your Practice
Use our Benchmark Assessment Report™ to benchmark the current state of your practice and determine what areas you need to focus on to build a more successful, engaged practice.
Disciplined, Results-oriented Approach
Using a results-oriented, hands-on approach, ClientWise coaches help you define and meet your personal and professional goals. Our coaching programs are practical and designed to create a partnership with advisors in all stages of practice building, particularly those who strive to become the CEO of their own wealth management practice and reach the pinnacle of their profession.
Flexibility and Choice
Choose the coaching model that is right for you. ClientWise offers various types of coaching programs including: private coaching sessions, team coaching sessions, study groups, workshops and 360 assessments.
Deep Industry Insights
Benefit from the wisdom of highly experienced coaches who truly understand the industry today and where it’s heading.
Included with the Program:
The ClientWise Success Forum™
Every month, our founder and CEO Ray Sclafani partners with one of our top-producing clients to present an on-demand webinar based on our proprietary research and successes in the field. Recent topics include:
- Leveraging LinkedIn for Financial Professionals
- Five Essential Functions of a Sustainable Wealth Management Model
- Developing the High Performance Team.
Our online library of proprietary content, available to current clients, comprises of white papers, articles, tools and on-demand webinars and a wide variety of content covering every aspect of The Professional Advisory Model™. Some of our most recent content additions include:
- 10 Media Relations Strategies for Top Performing Financial Advisors™
- Successful Integration of New Client Relationships™
- The 90 Day Strategy Model: A Pathway to Growth™
- 15 Tips for Networking on Linkedin™
Weekly Tips and Tools™
Interesting and actionable tips, tools and best practices that we have accumulated over many years of coaching top teams and advisors in the industry.
If you are looking to accelerate growth in your practice and you're ready to commit yourself to partnering with a coach, contact us for more information.