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helene mazur

Helene Mazur

Executive Coach, ICF - Professional Certified

Helene Mazur has over 35 years of experience helping to effect meaningful, sustainable growth in the lives of individuals, teams, and organizations. During the past 18 years as a business coach and facilitator, Helene has worked with a wide variety of leaders in professional service practices, specializing in her work with financial advisors. The past 11 years have been in partnership with ClientWise.

Prior to her coaching career, Helene held leadership roles at Merrill Lynch, Dean Witter Reynolds, Bankers Trust Company, and Electronic Data Systems, with responsibilities in strategic planning, product management, sales and marketing, and the management of administrative groups and project teams.

Recent Facilitation Assignments:

  • Quarterly Clientwise Emerging and Master’s level Business Builder workshops in Texas, Illinois, California, Pennsylvania, Oregon, and Colorado
  • An engagement working through the decision points, structure, and suitability of two financial advisory firms toward partnership  
  • Multi-day strategic planning process with a leadership team resulting in a comprehensive three-year plan
  • Team building session with a board of directors at a board retreat
  • Communication workshop with assessments for a large financial advisory practice
  • Leadership development workshop series with the senior leadership team

Recent Coaching Assignments:

  • Working with financial planning team to get on the same page with strategic objectives and development of key results
  • Financial advisor develops a focused and successful niche in divorce planning
  • Division manager at a large financial services company implements effective marketing and recruiting strategies to drive his division to a leadership position
  • Strategic planning with an executive team in an insurance practice that resulted in leadership development and productivity initiatives that enhanced motivation and bottom-line results
  • Financial advisory team implemented a new set of roles and responsibilities that enabled them to focus their time on new business development and client satisfaction
  • Facilitation with a training and development team resulted in a comprehensive needs assessment followed by the successful implementation of a strategic merger
  • Financial advisory team created and took action on a targeted marketing plan that focused on establishing mutually beneficial partnerships with accounting firms
  • Leadership team put a plan in place to overcome financial challenges, resulting in the achievement of a banner year
  • Financial advisor differentiates their business by focusing on a very unique target market built on family life experiences.

Education and Professional Affiliations:

  • Professional Certified Coach (PCC) International Coach Federation (ICF)
  • Certified Financial Planner CFP®  Certified Financial Planner Board of Standards, Inc.
  • MBA in Finance, Stern School of Business, New York University
  • BS in Marketing, The University at Albany
  • Certified Professional Behavioral Analyst, DISC (CPBA)
  • Certified Professional Values Analyst, PIAV (CPVA)
  • Graduate of B/Coach and the Strategy Focused Develop
  • Genos Emotional Intelligence Certified Practitioner


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