The ClientWise 2012 Business Builders Workshop™ is an innovative three-quarter day program designed exclusively for today’s forward-thinking, top-performing financial professionals. If you’re feeling increased pressure to acquire clients, increase revenue and retain clients, this workshop will help you create your own plan for growth.
We utilize a blended style of learning and development that incorporates a coaching approach, professional development and training to maximize your benefits. Our focused, action-packed agenda includes relevant materials, tools and resources that are immediately beneficial to your business.
Since you need to know where you are before you can determine where you want to go, the Business Builders Workshop™ starts with a comprehensive, benchmarked assessment of your practice, called the Benchmark Assessment Report (BAR™). Developed exclusively for financial advisors with input from hundreds of elite advisors across the country, the BAR™ shows you how you are managing your business relative to other top advisors in seven key areas that comprise the ClientWise Professional Advisory Model™.
If you’re looking for relevant ways to improve your practice, build revenue and increase profitability, the ClientWise 2012 Business Builders Workshop™ is the right blueprint for your success.