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For larger corporate clients who wish to rollout a firm-wide coaching program for all or a subset of their advisors, we offer a unique, customized approach that has proven both highly flexible and measurably successful in achieving key corporate objectives.
Tailored extensively to your desired areas of focus, goals and outcomes, this scalable and repeatable approach allows us to accurately track, measure and report progress and success at the firm level, while allowing enough flexibility at the individual advisor level to cater to their unique needs and the nuances of their distinct corporate culture and operational focus.

How We Can Partner

Custom Coaching Program

When you reach out to ClientWise, expect to work with a professional to identify key outcomes for your advisory firm’s custom coaching program. Our team will craft a custom coaching program that takes into account the culture of your firm and the hurdles your top professionals systematically face. ICF credentialed coaches with in-depth industry knowledge will work one-on-one or in groups with your professionals to help them maximize the value they offer to your firm and your clients.

Custom Coaching Program

When you reach out to ClientWise, expect to work with a professional to identify key outcomes for your advisory firm’s custom coaching program. Our team will craft a custom coaching program that takes into account the culture of your firm and the hurdles your top professionals systematically face. ICF credentialed coaches with in-depth industry knowledge will work one-on-one or in groups with your professionals to help them maximize the value they offer to your firm and your clients.

Unique Program Design & Development

Your firm has its own unique set of opportunities, hurdles, and team personalities. ClientWise can design a custom program to specifically address the needs of your corporation and set your team on a path to success.

Unique Program Design & Development

Your firm has its own unique set of opportunities, hurdles, and team personalities. ClientWise can design a custom program to specifically address the needs of your corporation and set your team on a path to success.

Executive Coaching

As a financial professional in an executive or leadership role, your relationship with your team is incredibly important. The skills needed to successfully manage and lead a team don’t always align with the professional skills that enabled you to assume an executive role. Yet, your ability to lead effectively can hugely impact your practice. ClientWise provides extensive opportunities for financial professionals in executive and leadership positions, including those who lead advisors in a CEO or branch manager role, to reach their full executive potential.

Executive Coaching

As a financial professional in an executive or leadership role, your relationship with your team is incredibly important. The skills needed to successfully manage and lead a team don’t always align with the professional skills that enabled you to assume an executive role. Yet, your ability to lead effectively can hugely impact your practice. ClientWise provides extensive opportunities for financial professionals in executive and leadership positions, including those who lead advisors in a CEO or branch manager role, to reach their full executive potential.

Content Creation

As one of the industry’s preeminent thought leaders, ClientWise continually produces an extensive library of proprietary content (including research, benchmarking studies, white papers, tools, templates, and actionable guides) across a wide range of practice management topics – from leadership and team development to strategic planning, structuring compensation, and succession/sustainability planning. All this, and future content, can be licensed for use across your enterprise to help support the continued education and growth of your advisory teams.

Content Creation

As one of the industry’s preeminent thought leaders, ClientWise continually produces an extensive library of proprietary content (including research, benchmarking studies, white papers, tools, templates, and actionable guides) across a wide range of practice management topics – from leadership and team development to strategic planning, structuring compensation, and succession/sustainability planning. All this, and future content, can be licensed for use across your enterprise to help support the continued education and growth of your advisory teams.

Let us guide you to your potential.

Learn more about ClientWise's custom, firm-wide coaching programs.