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ClientWise LLC Strengthens Channel-Focused Expertise with Addition of Three New Business Consulting Leaders

Posted by ClientWise on Jan 30, 2020 9:56:53 AM

ClientWise LLC Strengthens Channel-Focused Expertise with Addition of Three New Business Consulting Leaders 

  • Bill Matyi joins the team to lead the independent network advisors
  • Barb Novak joins the team to lead the RIA channel
  • Stacey Sheridan is appointed to lead ensemble consulting for NM advisors

ClientWise LLC, a full-service coaching, consulting and training company serving business owners, managing partners, executives, leaders and high-performing financial advisors of RIA and financial services firms, recently announced the hiring of three new business consulting leaders.

Matyi brings nearly two decades of financial industry consulting expertise to his role at ClientWise, with a particular focus on the areas of business development, financial advice and planning delivery, as well as sales distribution. Prior to joining ClientWise, Novak’s 20+ years of financial services business consulting, practice management, sales and sales management experience includes business consulting experience focused solely on the RIA community over the last decade while working for Charles Schwab and Pershing. And Sheridan comes to the firm with an extensive coaching pedigree, having worked with more than 150 advisors and their teams on a variety of growth initiatives.

“Certainly, our relationship with Northwestern Mutual remains critical to the continued growth of ClientWise,” explains Ray Sclafani, Founder and CEO. “The addition of Stacey Sheridan to the ClientWise team further strengthens our ability to deliver ensemble consulting capabilities within the Northwestern ecosystem. However, a majority of the clients who engage us in a consulting capacity are RIA’s or independent advisors – working under the umbrella of an independent broker dealer. The deep RIA industry knowledge of Barb Novak combined with Bill Matyi’s extensive experience in the IBD space will significantly enhance our channel expertise."

“Whether an entrepreneurial advisor is trying to decide on a team compensation structure, formulate a growth strategy or build their succession plan,” adds Novak, “our mission is to help them assess their options and make the right choices – not just for the immediate future, but in the long-term interest of the firm, their clients and the next generation of enterprise leaders.” 

About ClientWise LLC

ClientWise is the premier business consulting and executive coaching firm working exclusively with the RIA and financial services industry. We specialize in helping clients optimize growth, productivity and business value. Our full-service coaching program empowers managing partners, executives, G1 and G2 leaders, the management team and advisors to enhance performance and build enduring sustainable businesses. Our certified coaches are members of the International Coach Federation (ICF) and adhere to ICF’s strict code of ethics. They provide objective conflict free advice and have the experience and insight to work with you on the unique challenges and opportunities you face each day. Drawing from an in-depth knowledge of the financial industry, ClientWise’s mission is to professionally develop industry leaders and consistently raise the bar for industry service, commitment and integrity.  

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Topics: Business planning,