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Business planning,

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

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.....

January 30, 2020

Category: Business planning,

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