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It’s not about fixing something that’s broken. It’s about unlocking and harnessing both you and your firm’s full potential to go further and achieve more. Coaching is one of the purest kinds of partnership—where both parties are fully invested in discovering new approaches, improved processes, and hidden opportunities.
Based on the size and complexity of your business, you’ll be partnered with a hand-selected, ICF-certified coach to systematically work through current challenges and future opportunities. And our coaching process is always coupled with proprietary ClientWise practice management content—developed through years of close collaboration on best practices with elite advisors across the nation.

Types Of Coaching

Individual Business Coaching

Looking to sharpen your business skills to better manage cash flows, measure and track profitability targets, and reinvest more strategically? Or maybe you want to cultivate stronger executive and leadership skills to enhance your service delivery and/or build capacity thoughtfully? Our bespoke individual coaching can be completely customized to your unique challenges and designed to measurably enhance the value of your enterprise.

Individual Business Coaching

Looking to sharpen your business skills to better manage cash flows, measure and track profitability targets, and reinvest more strategically? Or maybe you want to cultivate stronger executive and leadership skills to enhance your service delivery and/or build capacity thoughtfully? Our bespoke individual coaching can be completely customized to your unique challenges and designed to measurably enhance the value of your enterprise.

Team Development & Leadership Coaching

How can you build greater team interdependence around a common purpose? What’s the best way to recognize and nurture the talent within your team to both strengthen engagement as well as cultivate next generation owners and leaders? Let us tailor a coaching program to address your specific profitability and sustainability goals.

Team Development & Leadership Coaching

How can you build greater team interdependence around a common purpose? What’s the best way to recognize and nurture the talent within your team to both strengthen engagement as well as cultivate next generation owners and leaders? Let us tailor a coaching program to address your specific profitability and sustainability goals.

Ensemble Coaching

Strategic planning entails a lot more than just thinking about the future. It’s also about turning your vision into an actionable plan. And perhaps most importantly, committing to ongoing execution. Engaging a coach to participate in the process brings a fresh ‘outside’ perspective, insight into industry best practices, and can help provide structure, timetables and accountability.

Ensemble Coaching

Strategic planning entails a lot more than just thinking about the future. It’s also about turning your vision into an actionable plan. And perhaps most importantly, committing to ongoing execution. Engaging a coach to participate in the process brings a fresh ‘outside’ perspective, insight into industry best practices, and can help provide structure, timetables and accountability.

Executive Coaching

Your ability to lead effectively can hugely impact your practice. ClientWise provides extensive opportunities for financial professionals in executive positions, including those who lead advisors in a CEO or branch manager role, to reach their full executive potential.

Executive Coaching

Your ability to lead effectively can hugely impact your practice. ClientWise provides extensive opportunities for financial professionals in executive positions, including those who lead advisors in a CEO or branch manager role, to reach their full executive potential.

Implementing The Entrepreneurial Operating System®

EOS® is a set of tools and principles that allows financial firms to build strength in critical elements that affect all growth focused businesses. For those businesses that are in need of creating structure and systems around vision, people, data, issue-solving, process and accountability, EOS® offers a structure and system to get you there. ClientWise will assign a Certified EOS® Implementer to guide your journey.

Implementing The Entrepreneurial Operating System®

EOS® is a set of tools and principles that allows financial firms to build strength in critical elements that affect all growth focused businesses. For those businesses that are in need of creating structure and systems around vision, people, data, issue-solving, process and accountability, EOS® offers a structure and system to get you there. ClientWise will assign a Certified EOS® Implementer to guide your journey.

Client Results

ClientWise has been a valued partner in suggesting and presenting best practices content for Barron's advisor conferences and they have been a visionary and positive force in the industry. Their insight into what makes advisor practices succeed or fail, and how great wealth management practitioners can set a course to sustain growth is unquestioned, valued, and objective. We're proud to endorse their coaching services as a choice for advisors seeking strategic professional development guidance.

sterling shea

Sterling Shea
Managing Director, Head of Practice Strategy at Morgan Stanley

For the last year and a half, the results from my ClientWise coaching engagement have been very quantifiable and good. In 2010, I brought in $30 million in new assets. So far, through the beginning of May, I’m close to bringing in $10 million in new assets. Last year, I was up by 25 percent over 2009, and this year, I’m up 145 percent over this time in 2010.

ben roth

Ben Roth
Managing Director at JP Morgan

It's easy for some coaches to believe that they have the secret sauce and that if advisors follow what they say, success will follow. But that doesn't work -- there is no secret sauce. Every advisor has their own strengths that a true coach can bring out. ClientWise is very well set up to help advisors work through their own challenges without imposing solutions. Ray and the other coaches understand how to be coaches - how to help leaders become better leaders. That's an important combination -- the knowledge and expertise in the industry and the knowledge of coaching sets ClientWise apart.

financial advisor Steven Fox

Steven Fox

Financial Advisor, Heritage Wealth Advisors

What’s so great about Ray and ClientWise is that individual coaching is tailored to what each advisor needs. Also, ClientWise knows the industry, which is a huge benefit for me in my coaching partnership with Ray. I get the benefit of Ray’s enormous amount of industry knowledge and resources.

geripell

Geri Pell

Private Wealth Advisor, Chief Executive Officer, Pell Wealth Partners

I wanted answers, but good coaches ask really powerful questions that cause you to think and focus on what needs to be done. Then, they hold you accountable to go do it on your own.

stephen_g-2

Stephen Guilietti

Senior Vice President, Wealth Advisor, Morgan Stanley

Let us guide you to your potential.

Strategize, develop, plan, and achieve with ClientWise coaching.