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A Collaborative Partnership Focused on Building Enduring Firms 

Wherever you are on your journey, our Academy offers a strategic path forward. Join your peers and our coaches for a series of focused, action-oriented workshops.
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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.
  • Features include numerous proprietary reports, white papers, articles, and tools
  • access to other top professionals and thought leaders
Results that Matter
turnoverLower Team Turnover
time to do what you loveMore Time to Do More of What You Love
client engagmentEnhanced Client Experience &. Engagement
accelerate growthAccelerated Growth
increase profitIncreased Profitability
Artboard 6 copyMaximize Enterprise Value 
A Platform that Connects


The ClientWise eXchange™ provides advisors the platform to access proprietary content developed from working with top performers in the industry, access to a network of high performing financial professionals across the nation, and the ability to engage with the world's highest credentialed executive coaches.
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