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.Read More