A Broad Range of Solutions
We offer a broad range of innovative business solutions to asset managers and insurance companies, as well as the advisors they serve.
Consulting
Training
Coaching
Keynote speaking
Research
Publishing and licensing
Consulting
Our many years of practical industry experience, successful practice management, and professional development expertise uniquely position us to consult on a wide variety of issues, such as:
- Client acquisition and retention
- Performance assessment and improvement
- Customized research capabilities
- Curriculum design and course development tailored to your needs
- Relationship building and communication skills
- Team formation, team building and team leadership
Our consulting programs can help drive sales performance. Read more
Training
Our consultative training style produces immediate results for wholesalers and advisors. For asset managers and insurance companies, we can both train your wholesaling team to do their jobs more effectively, and provide valued-added training sessions to the advisors you serve. For broker/dealers, we can train your financial advisors acquire and retain top clients, as well as improve their time management and practice management skills. Our training programs can help acheive your specific goals. We offer training programs on a wide range of topics. Click here to see a list of our most popular programs and presentations.
Coaching
We provide coaching services to advisors, branch managers, wholesalers, executives and other financial industry professionals through a focused and systematic coaching model. At the start, we help clients define goals and desired outcomes while providing a rigorous, yet flexible, plan for achieving them. Through an in-depth discovery process, we seek to uncover all important issues before recommending solutions. Our objective is helping your executives and managers maximize their performance and be more effective leaders. To learn more about the ClientWISE Coaching Network, click here
Keynote Speaking
We provide keynote presentations that are designed to help you achieve specific client mandates. Our speakers are accomplished presenters, delivering keynote speeches at major industry conferences, as well as advisory firms, broker dealers and sales organizations of all sizes. For a complete list of our most popular presentations, click here.
Research
Today, our industry is markedly different than it was just five years ago. And it will continue to change over the next five years. The only way to prepare for the challenges and opportunities that lie ahead is by knowing the trends happening today. We have established a systematic, empirical approach that involves studying the marketplace while regularly surveying our clients about their particular needs, views and experiences. ClientWISE can help you achieve your research goals.
Publishing and Licensing
ClientWISE produces a range of financial industry publications (books, newsletters, surveys, reports and bulletins), covering issues, trends and recommendations of value to financial advisors, wholesalers, managers and executives. Our research, publications, developmental tools, curricula and learning materials may be licensed to permit our clients to use our intellectual property exclusively under their brand.
