ClientWise + Barron's Advisor
Strategic Partnership Offerings
Barron’s Advisor and ClientWise have partnered to further their missions of helping advisors achieve the highest standards of success. By combining ClientWise’s strategic coaching with Barron’s Advisor’s deep research and data capabilities, the partnership offers the resources and services needed to help advisors build enduring firms while maximizing enterprise value.
Complimentary Workbench Debrief Session
Business Builders Academy™
Advisor Scorecard
Coaching


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Tell Us About Your Business
Conferences & Events
Since 2005, Barron’s Advisor has been offering exclusive events for top-ranked advisors. These Annual Summits provide wealth managers the opportunity to network with other elite practitioners and provide carefully curated content that highlights topics essential to scaling their business and creating enterprise value. Through our partnership, ClientWise has become a highly valued contributor of thought leadership and a prominent exhibitor at the Summits.
Past Webinars On Demand
Watch the latest webinar collaborations between Barron’s Advisor and ClientWise on topics ranging from succession planning, M&A activity, practice management and more.
Succeed in Succession Planning
The case for a formalized succession plan has been growing increasingly over the years due to an aging workforce and mass consolidation in the RIA space. In recent years, however, new factors such as the Covid-19 pandemic, have turned it into an even more urgent issue, creating an environment where advisors may need to consider exiting earlier than planned. What happens if an unforeseen need to step away from your firm comes? Do you have a plan in place to prepare the next generation of your team if, and when, this happens?
Part 1: Optimizing Growth and Scale
Registered Independent Advisory (RIA) firms are combining at a furious and unprecedented rate. As industry consolidation gains momentum, Barron's Wealth & Asset Management group analyzed data on how 42 elite RIA firms are navigating through this environment of great change.
Part 2: M&A Frenzy: Maximizing Revenue
Registered Independent Advisory (RIA) firms are combining at a furious and unprecedented rate. As industry consolidation gains momentum, Barron's Wealth & Asset Management group analyzed data on how 42 elite RIA firms are navigating through this environment of great change.
Unlocking the Future: Growth
Advisors faced unparalleled challenges over the past year that tested their limits. Yet, in a survey of 800 elite financial advisors, we found they not only weathered the storm but outperformed nearly every major benchmark in comparison to prior years. So what changed, and more importantly, what lessons should advisors hold onto to maintain prolonged success moving forward?
Unlocking the Future: Business Continuity
Business as usual was disrupted by a global crisis, but the best advisors in the nation adapted their practices to ensure no lapse in business continuity. Investments in technology and digital marketing enabled advisors to foster deeper and more meaningful relationships with not only their clients but also their teams in a remote work environment over the last 12 months.