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    The ClientWise Next Generation Series™

    Keep the promise. Honor the legacy.

    Creating extraordinary next generation owners and leaders who will carry your firm forward.

    Every enduring firm makes two commitments: to always be there for its clients, and to one day place the firm in the hands of leaders who will continue its legacy. This year-long coaching program develops next generation successors into remarkable owners and leaders so both commitments are kept.

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    3Quarterly virtual workshop days
    6Virtual group coaching sessions
    1Capstone workshop, live in Dallas, Texas
    Who it’s for

    Built for the leaders who will carry your firm forward

    The Series is designed for announced next generation leaders and those on the path to succession, including advisors and key non-advisory team members.

    Shifting to an owner/leader’s mindset

    Technical excellence earns trust. Ownership asks for more: leading others, thinking strategically, and taking ultimate responsibility for the business. Together, we design that shift with intention.

    For current owners

    Develop your successors with structure and confidence. You stay involved by setting expectations and measuring progress every quarter.

    For next generation leaders

    Get clear on what ownership requires and build the leadership and business skills your next role calls for, before the title arrives.

    The year, step by step

    Four modules that build an owner/leader

    Each quarter opens with a full-day workshop, followed by small-group coaching that turns learning into practice. Business development is woven into every module.

    1. Quarter 1 · Virtual

      Developing an owner/leader’s foundation

      Explore what it means to own and lead, and what you bring to that responsibility.

      • Your desire to own and lead
      • Understanding your risk tolerance
      • Your financial preparation
      • Creating work for others
      • Being ultimately responsible
      • Owner/leader business development requisites
      Plus 2 group coaching sessions
    2. Quarter 2 · Virtual

      Treating your vision and mission as an owner/leader

      Design the firm you want to help build and the reward you want your work to produce.

      • Your vision as owner and leader
      • Who you want to work with
      • What you want to create
      • How you want to work
      • What reward you want to produce
      • Business development as part of your vision
      Plus 2 group coaching sessions
    3. Quarter 3 · Virtual

      Leading self and others

      Lead yourself first, then engage, develop, and hold a holistic team accountable.

      • Leading self
      • Engaging and developing others
      • Creating a holistic team
      • Feedback and accountability
      • Leadership in business development
      Plus 2 group coaching sessions
    4. Capstone · Live in Dallas, Texas

      Evolving as an owner/leader strategic thinker

      Come together in person to build the strategic thinking that guides a firm forward.

      • Understanding strategic thinking
      • The future as a strategic container
      • Core strategic issues
      • Solving strategic issues
      • Creating a strategic thinking team
      • Applying strategic thinking to business development
    Clear from day oneEach participant sets owner/leader mindset goals on the first workshop day.
    Measured every quarterProgress is tracked against goals aligned with your firm’s succession standards.
    Owners stay involvedCurrent owners help set expectations and measure progress throughout the year.

    Deep industry expertise

    More than 20 years working exclusively with financial advisors and wealth management firms.

    Credentialed coaches

    Every coach holds a PCC or MCC credential from the International Coaching Federation (ICF).

    Coaching, not consulting

    We ask powerful questions and share insights so your successors build their own leadership capability.

    Invest in your next generation and your legacy

    The leaders who will carry your firm forward are often already on your team. Connect with a Relationship Manager to explore whether the Next Generation Series is the right next step for your firm and your successors.

    Prefer to talk now? Call (800) 732-0876.

    Connect with a Relationship Manager

    Let us guide you to your potential.

    Connect with us to learn how the ClientWise coaching skills program can take your profession to the next level.