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ClientWise services provide entrepreneurial-minded financial services professionals with the resources and knowledge they need to reach their full potential. Our team of industry leaders works in tandem with clients to enable them to become more resourceful problem solvers, more adept practice managers, and owners of incredibly successful, self-sustaining businesses.
In turn, they bring these sustainable skills to benefit their clients, their institutions, and ultimately the industry overall.

How We Partner


ClientWise’s elite coaching program offers financial professionals customized opportunities for growth. Each coaching program is distinctively tailored to match the professional’s objectives through services ranging from individual to group coaching. All ClientWise coaches are certified by the ICF.

Signature Programs

How can your firm be more sustainable, operational, and profitable? Maximize your enterprise value with ClientWise's signature programs that our team of industry experts has designed to build better businesses and strengthen advisory firms.

Business Builders Academy™

The ClientWise Business Builders Academy™ is an innovative quarterly workshop program designed exclusively for today’s top-performing financial professionals looking to maximize client acquisition, revenue building, and client relationship development.

Certified Financial Services Coach Training Program™

Building stronger relationships—with clients, prospects, and team members—is all about becoming a more effective communicator. Let us teach you how to actively listen, ask more powerful questions, and partner with clients, team members, and others to build consensus and enthusiasm. This coaching program is designed to give you the skills you need to coach others in all facets of life.

Interactive Learning

Keeping your competitive edge requires consistently committing time to ongoing learning and development opportunities.ClientWise produces thought-leading, on-demand resources so you can stay on top of industry trends and sharpen your skills.

Join The ClientWise eXchange™ Community

Client Results

“ClientWise provides a wide array of services that can help most everyone in the financial services industry from solo practitioners to highly evolved and complex teams. Ray’s ability to tailor and customize the resources he and his firm deliver make ClientWise an organization that should be considered whenever you need to turn to an external resource.”

Steve Samuels

Steve Samuels
Managing Director, Head of Global Advisor Communications, Merrill Lynch Wealth Management

Connect with us.

Learn more about how we can tailor and customize our services to drive growth for your firm.