As a leader in building institutional-level programs, we create custom content and seminars for broker-dealers, wirehouses, asset management firms, associations and others. Our offerings include:
Firm Specific Solutions
ClientWise has years of experience developing tailored solutions based on the specific needs of individual firms. Recent efforts include:
- Providing group and individual coaching for groups of wirehouse advisors in Australia
- Creating customized content surrounding client acquisition and professional advocacy for thousands of wirehouse financial advisors and coaching them on program implementation
- Establishing coaching and training programs for regional and branch managers at broker dealers, wirehouses and large independent RIA firms
With the markets, economy and financial services industry in flux, it’s more important than ever for wealth managers and large wirehouse and RIA firms to assess where a practice stands today. Our Benchmark Assessment Report™ can help a firm or large organization:
- Understand current strengths and weaknesses
- Create a path for faster, smarter growth
- Co-create specific goals and an action plan by partnering with a coach
For more information about the Benchmark Assessment Report™ please visit www.clientwise.com/benchmark or call 800.732.0876.
Customized Assessments
Our highly-credentialed coaches are certified in a variety of customized assessments that can help you and your team evaluate your learning, personality, leadership and management styles. These include:
- DISC®
- Genos Emotional Intelligence
- Myers Briggs
- PIAV
- Leadership Spectrum
- Team Advantage Assessments.
To learn more about ClientWise's Consulting services
contact us today.