• LPL FOCUS 2014

Three Key Actions For A Successful #LPLFOCUS 

ClientWIse will be at Focus 14:
ClientWise is a preferred LPL Financial coaching partner and a premier business and executive coaching firm working exclusively with today's most successful financial professionals in the industry.  

1.   Enter to WIN executive coaching! 


Attending (or not attending) the LPL Focus Conference? Register to win!! 


ClientWise™ is reserving FOUR SEATS to our Profitable Practice Group Coaching™ Program; a program designed to help you optimize growth and maxamize revenue, to ultimately create your self-sustaining business.

Enter now by filling out the short form below:

Grow your Business Exponentially!!




2.   Attend Our Client Acquisition Breakout Session

The 6-Step Client Acquisition Process™

Are you successfully tracking your opportunity pipeline?
ClientWise™ research indicates that 79% of financial advisors
and financial advisory teams do not have a clearly defined Client Acquisition strategy

Join us at our Breakout Session to learn crucial techniques
that will help you build an effective Client Acquisition Process.



Breakout: The 6-Step Client Acquisition Process™ & ClientWise eXchange™ 

Date & Time:  8/13/14 at 9:35 a.m.-10:25 a.m.  

Location: Room 31B

Moderators: Trey Schalk and John Moyer

Visit our booth for details!            



3.   Get Access to the ALL NEW eXchange™! 

FREE Trial of the ClientWise eXchange™

Financial Advisors on The eXchange™ have access to publicly and privately facilitated forums and communities led by International Coach Federation (ICF) credentialed coaches, a robust eLibrary of top-notch practice management resources, industry research and thought leadership, and virtual coaching sessions to facilitate the growth and development of their businesses.

ClientWise eXchange


For access The eXchange™ please click the following link:

eXchange Trial™

and enter the access code: