ClientWise Next Generation Series™

At ClientWise, we are committed to helping firms keep the promise to always be there for their clients. We are equally committed to ensuring that founding and current owners can confidently transition firms to new owners and leaders who will continue their legacy. Achieving both of these aims requires specific and ongoing development of a partner / owner’s mind and skill set. The ClientWise Next Generation Series™ is an ongoing series dedicated to that development and to every next generation successor becoming a remarkable owner and leader, ensuring that clients are taken care of and the legacy of accomplishment continues for each firm.

Ideal Participants

Announced Next Gens or those on the path to succession, including advisors and key non-advisory personnel.

Program Construct

One year program meeting for a full-day workshop quarterly (first three are virtual and the capstone workshop is in person in our Irving, TX facility). Two group coaching calls are facilitated in-between each of the workshops where coaching and accountability for application of learning occurs.