Programs and Presentations

Through our institutional and association-level programs, we present actionable workshops, seminars, keynotes and training programs for wirehouses, insurers, broker-dealers and other financial services firms. These services include:

Speaker’s Bureau

Our founder and CEO, Ray Sclafani, and our Master Certified Coaches present a wide variety of programs on thought-provoking and actionable topics:

• Designing a Powerful Value Proposition
• Jump Start the Productivity of Your Team
• A Seven-Part Road Map for Practice Management Growth
• Insider’s Secrets: What The Best In The Business Don’t Want You To Know
• The New Language of The Financial Services Professional

Workshops

As a leader in institutional and group workshop development, we plan and deliver customized workshops on a wide variety of topics. Past workshop topics include:

• The Business Builder Workshop™
• The Client Acquisition Intensive Workshop
• 60-Hour Coaching Skills Course for Financial Advisors & Managers
• The Professional Advocate Approach: Proven Process For Generating Referrals From Your Clients Other Trusted Advisors
• Building The Unique Team Program
• My Lifetime Maximizer: Organizing Practical Life Balance

Click here to learn more about the ClientWise Programs and Presentations.