ClientWise + Barron's Advisor

Imagine tapping into the power of a carefully-curated collection of firms — unleashing a wealth of knowledge forged through real experience. When you join the Business Builders Academy, you join a group of collaborative, visionary advisors, expertly guided by our professional coaching team. 

Led by MCC-level and PCC-level coaches and ClientWise faculty, The Academy creates a wisdom exchange to reduce the headache of learning every single lesson yourself. Peer group conversations and insights help you ground your experience in Barron’s Advisor data and build goals that capitalize on industry trends. 

Painting a masterpiece takes both vision and skill. Coaching can help you amplify your gains. The choice is yours: you could start with private coaching and then join a Business Builders Academy™ program, or do it the other way around (or just stick with one or the other). Our coaches and skilled facilitators will help you conceptualize the ambitions you can’t quite put your finger on. Once you are clear and focused, we help you build the skills for the journey and provide resources along the way. That’s when we see results. 

Ask an investor what makes a good advisor and the criteria may be hard to pinpoint. The same can be said about measuring the success of an advisory practice. But quantifying subjective metrics is necessary if you want to build an enduring firm; you can’t define a path forward if you don’t know where you’re going. 

When Barron’s Advisor does their annual rankings, they take eight subjective but crucial measures of success in order to grade a firm (B- to A+) on growth, size, and quality. They do this by seeing how you stack up against 12 months of data from industry leaders. You could think of it as grading on a curve. You could also think of it as mapping out the landscape so you can create a clear path forward toward your goals.