The ClientWise team personally matches each financial advisor with a highly trained coach based on his or her individual goals and preferences.Each coaching program is distinctively tailored to match the advisor’s objectives.
Elite Financial Advisor Workshops
The Business Builders Workshops™ are designed around strategic skill building and the application of practice management content to empower each participant with action-oriented solutions tailored to his or her circumstance. Our blended style of learning incorporates a coaching approach with professional development techniques and an action-packed agenda that includes relevant materials, exercises, and tools and resources that immediately benefit your business.
Financial Services Coach Training Program
An in-depth, 60-hour long coaching training curriculum developed for financial professionals who are committed to becoming effective communicators, successful relationship managers and great coaches. This complete training program teaches the full range of coaching skills.