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The Business Builders Academy (BBA)™

Exchange best practices for growing revenue, increasing profitability, expanding your team, and maximizing enterprise value. Collaborate with other top advisors running businesses of a similar size and structure in peer-to-peer workshop learning—facilitated by a certified ClientWise coach with a flexibly structured curriculum to meet the group’s most pressing business operational and growth challenges.

The Business Builders Academy™ Program Levels

Single Owned Firm
Operating as a Team

  • Emerging Leaders
  • Master Leaders
  • Enterprise Leaders

Multiple Member-Owned Firm
Operating as an Ensemble

  • Ensemble
  • Enterprise Ensembles
  • Super Ensembles

Single Owned Firm
Operating as a Team

Emerging Leaders

Single-Owned Firm Operating as a Team

Emerging Leaders

Emerging leaders are hands-on business owners who crave meaningful growth. They may be in the process of developing a value statement or branding their business. With an already solid grasp of foundational practice management theories, they seek to master the concepts that form the bedrock of a healthy practice.

With the help of ClientWise's Business Builders Academy, emerging leaders gain insight into their strategic business plan and how it can be applied for optimum outcomes.

Master Leaders

Single-Owned Firm Operating as a Team

Master Leaders

Master leaders have successfully built a holistic wealth management business and are ready to transition to a CEO role. In order to transition successfully, master leaders must help their teams become more self-sufficient, manage time more efficiently, and hone the ability to create a collaborative environment. Master leaders must also be incredibly future-oriented, taking steps for a seamless succession while also identifying team gaps that must be filled.

Enterprise Leaders

Single-Owned Firm Operating as a Team

Enterprise Leaders

Enterprise Leaders have spent years building a large, successful business and must now focus on ensuring sustainability and maximizing enterprise value. Do you want to maintain your current operating structure or expand scale and capacity by taking on other owners? Have you identified next generation leaders? What do you want your personal and professional legacy to be and how will you achieve it? Courses are designed to address the challenges and opportunities facing leaders who’ve reached the pinnacle of the sole owner journey.

Multiple Member-Owned Firm
Operating as an Ensemble

Ensemble

Multiple Member-Owned Firm Operating as an Ensemble

Ensemble

Rather than operating as separate practices, leaders of newer ensembles must develop systems, structures, and processes that promote a collaborative, multidisciplinary team—and foster a consistent client experience. You’ll also need to establish a clearly defined leadership structure in order for your firm to reach its full potential.

Business Builders Academy workshops for two-owner ensembles focus on attaining these essential requirements for establishing an efficiently run, successful ensemble.

Enterprise Ensembles

Multiple Member-Owned Firm Operating as an Ensemble

Enterprise Ensembles

What’s the right growth strategy for your expanding business? How, as an ensemble, can you scale your services while maintaining consistency and increasing profitability?

With multiple leaders at the helm, it's challenging to grow in the same direction, prioritizing the same objectives while keeping quality consistent.

Enterprise ensembles with three to six owners must dedicate time and effort to having to constructive conversations and strategic planning meetings if they are to grow profitably and operate smoothly.

Super Ensembles

Multiple Member-Owned Firm Operating as an Ensemble

Super Ensembles

Ensembles with six or more owners face a host of unique challenges and opportunities. After all, they can showcase a deep bench of expertise and talent. Plus, greater size can often translate to greater profitability.

However, without the right systems, organizational structures, and repeatable procedures in place, the client experience can become mottled, the ensemble may expend more resources without increasing profitability, and leaders can shepherd employees in conflicting directions.

The ClientWise Business Builders Academy offers a variety of courses, learning paths, peer-to-peer learning experiences, and coaching relationships that can aid super ensembles in the pursuit of a successful business. 

Start building.

The ClientWise Business Builders Academy is for hands-on business owners who crave meaningful growth, profitable improvements, and sustainable results.