Corporate Office Success Story

Creating Sales Solutions for Asset Managers and Insurance Companies

Expanding distribution isn’t easy, but ClientWise recently helped a leading asset manager re-organize their wholesaler training program with impressive results. Here’s how their national sales director describes the experience:

“The ‘money-back guarantee’ is a nice touch, but not needed. We hired ClientWise to evaluate our wholesaler training program. After identifying what’s working for us, we were able to point out the gaps in our program and are on our way to partnering with ClientWise to build our own tailored training program. ClientWise is coaching two of our divisional managers and three of our most senior wholesalers. To date, we are measuring the progress and results could not be more impressive. In each wholesaler case, we have a market-share momentum strategy that is back on track in these top territories. Our divisional managers are also benefiting from the coaching.”

—national sales director, Chicago, IL