A Collaborative Partnership Focused on Building Enduring Firms
Explore Our Signature Program
In-Person Workshops Collaborate with top advisors to exchange best practices for growing revenue, expanding your team, and maximizing enterprise value. Join peer-to-peer workshops facilitated by a certified ClientWise coach with a flexible curriculum tailored to meet your most pressing business challenges consists of having an intense agenda, group exercises, and results driven content.
Dates: In-person workshops every quarter
Coaching Sessions for Leaders are monthly, 50-minute private leadership coaching sessions tailored for individual leadership development. Participants are actively engaged in selecting their own ClientWise coach.
Dates: Coaching sessions to be scheduled with your ClientWise coach
Practice Management Champion Support one-hour sessions held monthly for practice management leaders which is accompanied by a monthly facilitator guide for the PMC to leverage with their team.
The BAR™ (Business Assessment Report) developed exclusively for financial advisors, allows you to benchnmark your business against the best in the business.
ClientWise eXchange™ for all Team Members where the entire team will have access to our extensive library of content and community.
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Features include numerous proprietary reports, white papers, articles, and tools
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access to other top professionals and thought leaders
Results that Matter
Lower Team Turnover
More Time to Do More of What You Love
Enhanced Client Experience &. Engagement
Accelerated Growth
Increased Profitability
Maximize Enterprise Value
A Platform that Connects
