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ClientWise has been a valued partner in suggesting and presenting best practices content for Barron’s advisor conferences and they have been a visionary and positive force in the industry. Their insight into what makes advisor practices succeed or fall, and how great wealth management practitioners can set a course to sustain growth is unquestioned, valued, and objective. We’re proud to endorse their coaching services as a choice for advisors seeking strategic professional development guidance.
Sterling Shea
Managing Director, Advisory and Wealth Management Programs, Barron’s
ClientWise has been a valued partner in suggesting and presenting best practices content for Barron’s advisor conferences and they have been a visionary and positive force in the industry. Their insight into what makes advisor practices succeed or fall, and how great wealth management practitioners can set a course to sustain growth is unquestioned, valued, and objective. We’re proud to endorse their coaching services as a choice for advisors seeking strategic professional development guidance.
Sterling Shea
Managing Director, Advisory and Wealth Management Programs, Barron’s