The ClientWise 2012 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 agenda includes:
- Business Builders Workshop™ facilitated by Ray Sclafani, the Founder and President of ClientWise
- A Benchmark Assessment Report (BAR™). Find out where your business compares to the top 1% in the industry by benchmarking your practice against other top-performing advisors. The BAR™ enables you to benchmark your practice against the best in the business and uncover specific tactics you can implement to achieve your goals. After years of extensive research and working with top performers across the country, we discovered that there are certain key components that are critical to achieving a successful wealth advisory practice. By using the BAR™ to benchmark your ability to execute these components, you can create a more focused business structure.
- An analysis of your BAR™, including a customized 45-50 page written report detailing your results
- An executive summary and coaching guidebook that you can use as a roadmap to achieve your goals
- A workbook containing valuable insights into some of the most requested topics on the minds of top financial advisors today
- A comprehensive template, the ClientWise Professional Advisory Model™, outlining the seven areas required to build a multi-million dollar wealth advisory business. Our research has shown that advisors who consistently focus on these core business functions tend to achieve better results than advisors who don’t channel their time and energy into these areas.
- A 90-day quarterly planner to help you get organized and stay focused month after month
- Successful ideas on client acquisition, client engagement and marketing
- And much more!