The ClientWise Business Builders Workshop™ utilizes a blended style of learning and development that incorporates a coaching approach, professional development and training to maximize your benefits. Our focused, action-packed workshop includes:
- A Benchmark Assessment Report (BAR™) that measures your business against the top 1% in the industry by benchmarking your practice against top-performing advisors and uncover specific tactics to achieve your goals.
- An analysis of your BAR™, including a customized 45-50 page written report detailing your results and how these can be applied to improving your practice management.
- An executive summary and coaching guidebook that you can use as a roadmap.
- A robust workbook containing valuable insights into some of the most requested topics on the minds of top financial advisors today.
- Access to The ClientWise eLibrary™, our online library of proprietary content, comprises of white papers, articles, tools, on-demand webinars and a wide variety of content covering every aspect of The Professional Advisory Model™.
- A 90-day quarterly planner to help you get organized and stay focused month after month to create accountability and structure in achieving your goals.
- Successful ideas on client acquisition, client engagement, marketing, and much more!
Created as a scalable model, ClientWise takes the same care with your investment of time and money for The Business Builders Workshop™ as we do in each of our individual coaching partnerships to help you get clear, get focused, and get results.
