Financial Advisor Success Story

financial advisor success
Helping a Top-Producer Sharpen His Focus

Many of our financial advisor clients are successful “mega-advisors” with more than $100 million in assets under management. We also coach financial advisors who are aspiring to become successful mega-advisors or simply want to grow their businesses. We recently helped a top producer sharpen his focus and gain new insights on where he wanted to take his practice. Here’s his story:

“With $109 million in assets under management and 17 years in the business, I felt as if my growth had reached a plateau. I was looking for a way to re-energize my client acquisition success and transition my practice for the future. I attended one of ClientWise’s programs, “Insider’s Secrets: What The Best In The Business Don’t Want You To Know” and it was an eye-opener. I hired ClientWise to coach me on my client acquisition strategies. Since I’ve hired them, I have re-energized relationships with my existing clients, identified a pool of other trusted advisors to network with, and opened 9 new relationships totaling $16.8 million in assets. Personal coaching has been a smart choice for my business.”

—vice president and financial advisor, Houston, TX